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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 | $64,549 | $27,639+133.5% | $61,501+5.0% | $68,490-5.8% |
| Participation rate | 52.7% | 39.5%+13.2pp | 52.6%+0.1pp | 67.9%-15.2pp |
| Annual return | -17.10% | -13.19%-3.9pp | 339.04%-356.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $863 | $696+24.1% | $1,160-25.5% | $2,597-66.7% |
| Participant deferral / active EE | $2,061 | $1,264+63.1% | $2,125-3.0% | $4,028-48.8% |
| Admin fee / account holder | $495 | $2,012-75.4% | $2,132-76.8% | $5,403-90.8% |