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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 | $60,799 | $44,103+37.9% | $75,826-19.8% | $64,173-5.3% |
| Participation rate | 60.0% | 62.7%-2.7pp | 68.2%-8.2pp | 69.6%-9.6pp |
| Annual return | -2.07% | -4.72%+2.6pp | 1914.15%-1916.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,255 | $1,446-13.2% | $1,913-34.4% | $2,381-47.3% |
| Participant deferral / active EE | $2,695 | $2,204+22.3% | $2,862-5.8% | $3,470-22.3% |
| Admin fee / account holder | $1,716 | $3,506-51.1% | $4,726-63.7% | $4,887-64.9% |