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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 | $66,503 | $32,117+107.1% | $71,086-6.4% | $64,181+3.6% |
| Participation rate | 56.4% | 42.7%+13.7pp | 54.7%+1.8pp | 69.6%-13.2pp |
| Annual return | -5.52% | -5.57%0pp | 650.59%-656.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,253 | $712+76.0% | $1,088+15.2% | $2,381-47.3% |
| Participant deferral / active EE | $1,957 | $1,263+54.9% | $1,874+4.4% | $3,470-43.6% |
| Admin fee / account holder | $1,775 | $2,759-35.7% | $3,082-42.4% | $4,887-63.7% |