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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 | $44,049 | $52,519-16.1% | $155,789-71.7% | $59,633-26.1% |
| Participation rate | 45.5% | 61.7%-16.3pp | 76.1%-30.6pp | 68.7%-23.2pp |
| Annual return | -0.20% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $758 | $1,589-52.3% | $3,839-80.3% | $2,203-65.6% |
| Participant deferral / active EE | $2,439 | $3,084-20.9% | $4,798-49.2% | $3,192-23.6% |
| Admin fee / account holder | $1,671 | $3,540-52.8% | $7,477-77.7% | $4,297-61.1% |