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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,359 | $95,975-37.1% | $74,549-19.0% | $135,379-55.4% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -5.68% | 56.96%-62.6pp | 32.53%-38.2pp | 519.79%-525.5pp |
| Employer contribution / active EE | $1,519 | $2,716-44.1% | $1,961-22.5% | $4,779-68.2% |
| Participant deferral / active EE | $4,522 | $3,844+17.6% | $3,108+45.5% | $5,609-19.4% |
| Admin fee / account holder | $1,975 | $6,522-69.7% | $5,059-61.0% | $10,828-81.8% |