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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 | $88,213 | $45,152+95.4% | $73,836+19.5% | $59,633+47.9% |
| Participation rate | 41.8% | 64.0%-22.2pp | 73.4%-31.6pp | 68.7%-26.9pp |
| Annual return | -0.13% | 27.40%-27.5pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $545 | $1,901-71.3% | $2,787-80.4% | $2,203-75.2% |
| Participant deferral / active EE | $2,580 | $2,573+0.3% | $3,583-28.0% | $3,192-19.2% |
| Admin fee / account holder | $1,422 | $3,515-59.5% | $4,882-70.9% | $4,297-66.9% |