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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 | $79,206 | $45,566+73.8% | $64,105+23.6% | $59,633+32.8% |
| Participation rate | 69.2% | 60.2%+9.1pp | 68.2%+1.1pp | 68.7%+0.6pp |
| Annual return | -2.44% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,947 | $934+108.4% | $1,820+7.0% | $2,203-11.6% |
| Participant deferral / active EE | $4,746 | $2,057+130.8% | $2,822+68.2% | $3,192+48.7% |
| Admin fee / account holder | $1,394 | $3,268-57.3% | $4,499-69.0% | $4,297-67.6% |