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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 | $49,437 | $44,850+10.2% | $60,547-18.3% | $59,633-17.1% |
| Participation rate | 36.1% | 59.5%-23.4pp | 68.0%-31.9pp | 68.7%-32.6pp |
| Annual return | -2.25% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $898 | $1,462-38.5% | $2,419-62.9% | $2,203-59.2% |
| Participant deferral / active EE | $1,438 | $2,230-35.5% | $3,328-56.8% | $3,192-55.0% |
| Admin fee / account holder | $1,843 | $3,635-49.3% | $4,536-59.4% | $4,297-57.1% |