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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 | $47,470 | $44,850+5.8% | $60,547-21.6% | $59,633-20.4% |
| Participation rate | 65.5% | 59.5%+6.0pp | 68.0%-2.4pp | 68.7%-3.2pp |
| Annual return | -0.09% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,369 | $1,462-6.4% | $2,419-43.4% | $2,203-37.9% |
| Participant deferral / active EE | $2,230 | $2,2300% | $3,328-33.0% | $3,192-30.1% |
| Admin fee / account holder | $4,515 | $3,635+24.2% | $4,536-0.5% | $4,297+5.1% |