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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 | $52,136 | $44,850+16.2% | $60,547-13.9% | $59,633-12.6% |
| Participation rate | 51.7% | 59.5%-7.8pp | 68.0%-16.3pp | 68.7%-17.0pp |
| Annual return | -0.23% | 1074.14%-1074.4pp | 335.64%-335.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,005 | $1,462-31.2% | $2,419-58.4% | $2,203-54.4% |
| Participant deferral / active EE | $2,081 | $2,230-6.7% | $3,328-37.5% | $3,192-34.8% |
| Admin fee / account holder | $3,842 | $3,635+5.7% | $4,536-15.3% | $4,297-10.6% |