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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 | $72,223 | $43,730+65.2% | $121,220-40.4% | $64,173+12.5% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.8%-8.8pp | 69.6%-6.6pp |
| Annual return | -5.30% | 68.94%-74.2pp | 16.94%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,029 | $1,297+56.5% | $4,023-49.5% | $2,381-14.8% |
| Participant deferral / active EE | $2,732 | $2,281+19.8% | $3,345-18.3% | $3,470-21.3% |
| Admin fee / account holder | $2,167 | $3,502-38.1% | $5,021-56.8% | $4,887-55.7% |