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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 | $54,810 | $49,177+11.5% | $79,476-31.0% | $64,181-14.6% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | -2.66% | -1.16%-1.5pp | 718.21%-720.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,199 | $2,076+150.4% | $2,800+85.7% | $2,381+118.4% |
| Participant deferral / active EE | $8,186 | $2,821+190.1% | $3,704+121.0% | $3,470+135.9% |
| Admin fee / account holder | $5,385 | $3,839+40.3% | $5,113+5.3% | $4,887+10.2% |