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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 | $44,472 | $39,798+11.7% | $67,704-34.3% | $59,633-25.4% |
| Participation rate | 59.6% | 57.4%+2.2pp | 67.5%-7.9pp | 68.7%-9.1pp |
| Annual return | -0.77% | 89.94%-90.7pp | 25.41%-26.2pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $457 | $1,393-67.2% | $2,559-82.1% | $2,203-79.3% |
| Participant deferral / active EE | $3,110 | $2,335+33.2% | $3,585-13.2% | $3,192-2.5% |
| Admin fee / account holder | $3,670 | $3,212+14.3% | $4,255-13.8% | $4,297-14.6% |