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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 | $64,446 | $54,370+18.5% | $82,763-22.1% | $68,490-5.9% |
| Participation rate | 67.9% | 63.9%+3.9pp | 72.6%-4.7pp | 67.9%0pp |
| Annual return | -10.84% | -13.67%+2.8pp | 702.45%-713.3pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,314 | $2,219-40.8% | $3,008-56.3% | $2,597-49.4% |
| Participant deferral / active EE | $2,038 | $3,247-37.2% | $4,395-53.6% | $4,028-49.4% |
| Admin fee / account holder | $5,340 | $4,398+21.4% | $5,325+0.3% | $5,403-1.2% |