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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 | $61,838 | $75,832-18.5% | $147,618-58.1% | $59,633+3.7% |
| Participation rate | 66.0% | 71.6%-5.6pp | 84.6%-18.7pp | 68.7%-2.7pp |
| Annual return | -1.36% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $2,031 | $3,485-41.7% | $5,565-63.5% | $2,203-7.8% |
| Participant deferral / active EE | $3,341 | $3,131+6.7% | $4,895-31.8% | $3,192+4.7% |
| Admin fee / account holder | $4,560 | $5,986-23.8% | $11,612-60.7% | $4,297+6.1% |