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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 | $85,441 | $78,694+8.6% | $67,652+26.3% | $125,389-31.9% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | -0.74% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $602 | $3,044-80.2% | $2,266-73.4% | $4,866-87.6% |
| Participant deferral / active EE | $1,630 | $4,292-62.0% | $3,560-54.2% | $5,352-69.5% |
| Admin fee / account holder | $967 | $7,403-86.9% | $4,821-79.9% | $9,541-89.9% |