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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 | $51,966 | $55,449-6.3% | $83,831-38.0% | $56,289-7.7% |
| Participation rate | 52.1% | 68.0%-15.9pp | 76.1%-24.0pp | 69.9%-17.7pp |
| Annual return | -1.85% | -1.38%-0.5pp | 850.99%-852.8pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,359 | $2,430-44.1% | $3,631-62.6% | $2,111-35.6% |
| Participant deferral / active EE | $2,519 | $2,935-14.2% | $4,082-38.3% | $3,350-24.8% |
| Admin fee / account holder | $357 | $656-45.6% | $5,479-93.5% | $521-31.5% |