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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 | $33,545 | $52,519-36.1% | $155,789-78.5% | $59,633-43.7% |
| Participation rate | 58.8% | 61.7%-2.9pp | 76.1%-17.3pp | 68.7%-9.9pp |
| Annual return | -0.29% | 53.51%-53.8pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,836 | $1,589+15.5% | $3,839-52.2% | $2,203-16.6% |
| Participant deferral / active EE | $2,880 | $3,084-6.6% | $4,798-40.0% | $3,192-9.8% |
| Admin fee / account holder | $2,123 | $3,540-40.0% | $7,477-71.6% | $4,297-50.6% |