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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 | $106,544 | $52,519+102.9% | $155,789-31.6% | $59,633+78.7% |
| Participation rate | 65.0% | 61.7%+3.3pp | 76.1%-11.1pp | 68.7%-3.7pp |
| Annual return | -0.56% | 53.51%-54.1pp | 71.54%-72.1pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,625 | $3,084+49.9% | $4,798-3.6% | $3,192+44.9% |
| Admin fee / account holder | $5,556 | $3,540+56.9% | $7,477-25.7% | $4,297+29.3% |