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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 | $44,179 | $30,732+43.8% | $59,496-25.7% | $59,633-25.9% |
| Participation rate | 60.5% | 43.2%+17.3pp | 54.6%+5.9pp | 68.7%-8.2pp |
| Annual return | -0.99% | 4.47%-5.5pp | 182.05%-183.0pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $737 | $631+16.9% | $1,153-36.0% | $2,203-66.5% |
| Participant deferral / active EE | $2,039 | $1,183+72.4% | $1,829+11.5% | $3,192-36.1% |
| Admin fee / account holder | $8,154 | $2,136+281.7% | $2,232+265.3% | $4,297+89.8% |