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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 | $35,347 | $32,117+10.1% | $71,086-50.3% | $64,173-44.9% |
| Participation rate | 60.6% | 42.7%+17.9pp | 54.7%+6.0pp | 69.6%-9.0pp |
| Annual return | -9.74% | -5.57%-4.2pp | 650.59%-660.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,371 | $712+92.4% | $1,088+26.0% | $2,381-42.4% |
| Participant deferral / active EE | $3,064 | $1,263+142.6% | $1,874+63.5% | $3,470-11.7% |
| Admin fee / account holder | $1,117 | $2,759-59.5% | $3,082-63.8% | $4,887-77.2% |