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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 | $43,688 | $45,152-3.2% | $73,836-40.8% | $59,633-26.7% |
| Participation rate | 60.5% | 64.0%-3.5pp | 73.4%-12.9pp | 68.7%-8.1pp |
| Annual return | -2.44% | 27.40%-29.8pp | 2268.06%-2270.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $321 | $1,901-83.1% | $2,787-88.5% | $2,203-85.4% |
| Participant deferral / active EE | $3,372 | $2,573+31.1% | $3,583-5.9% | $3,192+5.6% |
| Admin fee / account holder | $2,477 | $3,515-29.5% | $4,882-49.3% | $4,297-42.4% |