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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 | $71,480 | $45,566+56.9% | $64,105+11.5% | $59,633+19.9% |
| Participation rate | 53.6% | 60.2%-6.5pp | 68.2%-14.5pp | 68.7%-15.0pp |
| Annual return | -2.46% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $1,046 | $934+11.9% | $1,820-42.5% | $2,203-52.5% |
| Participant deferral / active EE | $3,484 | $2,057+69.4% | $2,822+23.5% | $3,192+9.2% |
| Admin fee / account holder | $17,238 | $3,268+427.6% | $4,499+283.1% | $4,297+301.2% |