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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 | $41,941 | $69,012-39.2% | $160,009-73.8% | $68,486-38.8% |
| Participation rate | 69.6% | 65.4%+4.1pp | 78.0%-8.4pp | 67.9%+1.7pp |
| Annual return | -14.63% | -9.65%-5.0pp | 408.85%-423.5pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,931 | $2,212+32.5% | $4,225-30.6% | $2,597+12.9% |
| Participant deferral / active EE | $6,720 | $4,212+59.6% | $6,183+8.7% | $4,028+66.9% |
| Admin fee / account holder | $1,924 | $4,798-59.9% | $8,715-77.9% | $5,404-64.4% |