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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 | $49,688 | $52,519-5.4% | $155,789-68.1% | $59,633-16.7% |
| Participation rate | 48.6% | 61.7%-13.1pp | 76.1%-27.5pp | 68.7%-20.0pp |
| Annual return | -0.81% | 53.51%-54.3pp | 71.54%-72.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $815 | $1,589-48.7% | $3,839-78.8% | $2,203-63.0% |
| Participant deferral / active EE | $2,049 | $3,084-33.6% | $4,798-57.3% | $3,192-35.8% |
| Admin fee / account holder | $3,144 | $3,540-11.2% | $7,477-57.9% | $4,297-26.8% |