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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 | $86,321 | $44,850+92.5% | $60,547+42.6% | $59,633+44.8% |
| Participation rate | 45.5% | 59.5%-14.0pp | 68.0%-22.5pp | 68.7%-23.2pp |
| Annual return | 0.26% | 1074.14%-1073.9pp | 335.64%-335.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $625 | $1,462-57.2% | $2,419-74.2% | $2,203-71.6% |
| Participant deferral / active EE | $2,192 | $2,230-1.7% | $3,328-34.1% | $3,192-31.3% |
| Admin fee / account holder | $4,437 | $3,635+22.1% | $4,536-2.2% | $4,297+3.3% |