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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 | $44,203 | $52,519-15.8% | $155,789-71.6% | $59,633-25.9% |
| Participation rate | 44.0% | 61.7%-17.7pp | 76.1%-32.1pp | 68.7%-24.6pp |
| Annual return | -0.22% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $489 | $1,589-69.2% | $3,839-87.3% | $2,203-77.8% |
| Participant deferral / active EE | $1,516 | $3,084-50.9% | $4,798-68.4% | $3,192-52.5% |
| Admin fee / account holder | $2,339 | $3,540-33.9% | $7,477-68.7% | $4,297-45.6% |