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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 | $57,303 | $43,730+31.0% | $121,220-52.7% | $64,173-10.7% |
| Participation rate | 55.6% | 58.3%-2.8pp | 71.8%-16.2pp | 69.6%-14.0pp |
| Annual return | -6.99% | 68.94%-75.9pp | 16.94%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,777 | $1,297+37.0% | $4,023-55.8% | $2,381-25.4% |
| Participant deferral / active EE | $3,809 | $2,281+67.0% | $3,345+13.9% | $3,470+9.8% |
| Admin fee / account holder | $537 | $3,502-84.7% | $5,021-89.3% | $4,887-89.0% |