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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 | $127,647 | $32,117+297.4% | $71,086+79.6% | $64,173+98.9% |
| Participation rate | 67.9% | 42.7%+25.2pp | 54.7%+13.2pp | 69.6%-1.7pp |
| Annual return | -6.92% | -5.57%-1.3pp | 650.59%-657.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,859 | $712+161.0% | $1,088+70.9% | $2,381-21.9% |
| Participant deferral / active EE | $3,915 | $1,263+210.0% | $1,874+108.9% | $3,470+12.8% |
| Admin fee / account holder | $482 | $2,759-82.5% | $3,082-84.4% | $4,887-90.1% |