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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 | $82,385 | $44,850+83.7% | $60,547+36.1% | $59,633+38.2% |
| Participation rate | 32.3% | 59.5%-27.2pp | 68.0%-35.7pp | 68.7%-36.4pp |
| Annual return | -2.81% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $952 | $1,462-34.9% | $2,419-60.6% | $2,203-56.8% |
| Participant deferral / active EE | $1,878 | $2,230-15.8% | $3,328-43.6% | $3,192-41.2% |
| Admin fee / account holder | $1,179 | $3,635-67.6% | $4,536-74.0% | $4,297-72.6% |