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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 | $60,848 | $55,449+9.7% | $83,850-27.4% | $56,287+8.1% |
| Participation rate | 65.4% | 68.0%-2.6pp | 76.1%-10.8pp | 69.9%-4.5pp |
| Annual return | 6.77% | -1.38%+8.2pp | 850.92%-844.2pp | -9.96%+16.7pp |
| Employer contribution / active EE | $2,132 | $2,430-12.3% | $3,631-41.3% | $2,111+1.0% |
| Participant deferral / active EE | $2,518 | $2,935-14.2% | $4,082-38.3% | $3,350-24.8% |
| Admin fee / account holder | $2,789 | $656+325.1% | $5,478-49.1% | $521+435.3% |