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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 | $56,930 | $55,449+2.7% | $83,831-32.1% | $56,289+1.1% |
| Participation rate | 63.1% | 68.0%-4.9pp | 76.1%-13.0pp | 69.9%-6.7pp |
| Annual return | -3.07% | -1.38%-1.7pp | 850.99%-854.1pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,108 | $2,430-54.4% | $3,631-69.5% | $2,111-47.5% |
| Participant deferral / active EE | $2,911 | $2,935-0.8% | $4,082-28.7% | $3,350-13.1% |
| Admin fee / account holder | $382 | $656-41.8% | $5,479-93.0% | $521-26.7% |