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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 | $66,040 | $57,350+15.2% | $83,850-21.2% | $64,181+2.9% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -6.30% | 11.38%-17.7pp | 850.92%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,050 | $2,545-58.7% | $3,631-71.1% | $2,381-55.9% |
| Participant deferral / active EE | $2,717 | $2,993-9.2% | $4,082-33.4% | $3,470-21.7% |
| Admin fee / account holder | $7,624 | $4,046+88.4% | $5,478+39.2% | $4,887+56.0% |