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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 | $59,379 | $52,519+13.1% | $155,789-61.9% | $59,633-0.4% |
| Participation rate | 44.8% | 61.7%-16.9pp | 76.1%-31.3pp | 68.7%-23.9pp |
| Annual return | -2.13% | 53.51%-55.6pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $524 | $1,589-67.0% | $3,839-86.3% | $2,203-76.2% |
| Participant deferral / active EE | $2,313 | $3,084-25.0% | $4,798-51.8% | $3,192-27.5% |
| Admin fee / account holder | $2,264 | $3,540-36.0% | $7,477-69.7% | $4,297-47.3% |