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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 | $65,479 | $45,152+45.0% | $73,836-11.3% | $59,633+9.8% |
| Participation rate | 24.0% | 64.0%-40.0pp | 73.4%-49.4pp | 68.7%-44.7pp |
| Annual return | -0.80% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $867 | $1,901-54.4% | $2,787-68.9% | $2,203-60.6% |
| Participant deferral / active EE | $1,326 | $2,573-48.5% | $3,583-63.0% | $3,192-58.4% |
| Admin fee / account holder | $4,580 | $3,515+30.3% | $4,882-6.2% | $4,297+6.6% |