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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 | $39,816 | $57,352-30.6% | $83,830-52.5% | $64,173-38.0% |
| Participation rate | 68.9% | 68.6%+0.3pp | 76.1%-7.2pp | 69.6%-0.7pp |
| Annual return | -6.34% | 11.38%-17.7pp | 850.97%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,653 | $2,546+4.2% | $3,631-26.9% | $2,381+11.4% |
| Participant deferral / active EE | $6,156 | $2,993+105.7% | $4,082+50.8% | $3,470+77.4% |
| Admin fee / account holder | $5,389 | $4,046+33.2% | $5,479-1.6% | $4,887+10.3% |