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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 | $97,877 | $45,566+114.8% | $64,105+52.7% | $59,633+64.1% |
| Participation rate | 43.3% | 60.2%-16.8pp | 68.2%-24.8pp | 68.7%-25.3pp |
| Annual return | -2.54% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $325 | $934-65.2% | $1,820-82.1% | $2,203-85.2% |
| Participant deferral / active EE | $3,273 | $2,057+59.1% | $2,822+16.0% | $3,192+2.5% |
| Admin fee / account holder | $4,230 | $3,268+29.5% | $4,499-6.0% | $4,297-1.6% |