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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 | $61,060 | $49,177+24.2% | $79,466-23.2% | $64,173-4.9% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -6.23% | -1.16%-5.1pp | 718.28%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,124 | $2,076+2.3% | $2,800-24.1% | $2,381-10.8% |
| Participant deferral / active EE | $3,296 | $2,821+16.8% | $3,704-11.0% | $3,470-5.0% |
| Admin fee / account holder | $475 | $3,839-87.6% | $5,104-90.7% | $4,887-90.3% |