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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 | $54,969 | $39,798+38.1% | $67,704-18.8% | $59,633-7.8% |
| Participation rate | 54.1% | 57.4%-3.3pp | 67.5%-13.5pp | 68.7%-14.6pp |
| Annual return | -0.29% | 89.94%-90.2pp | 25.41%-25.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,289 | $1,393-7.4% | $2,559-49.6% | $2,203-41.5% |
| Participant deferral / active EE | $2,712 | $2,335+16.1% | $3,585-24.4% | $3,192-15.0% |
| Admin fee / account holder | $1,520 | $3,212-52.7% | $4,255-64.3% | $4,297-64.6% |