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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 | $51,319 | $45,566+12.6% | $64,105-19.9% | $59,633-13.9% |
| Participation rate | 46.2% | 60.2%-14.0pp | 68.2%-22.0pp | 68.7%-22.5pp |
| Annual return | -2.43% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,441 | $934+54.2% | $1,820-20.8% | $2,203-34.6% |
| Participant deferral / active EE | $3,202 | $2,057+55.7% | $2,822+13.5% | $3,192+0.3% |
| Admin fee / account holder | $1,978 | $3,268-39.5% | $4,499-56.0% | $4,297-54.0% |