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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 | $51,780 | $39,798+30.1% | $67,704-23.5% | $59,633-13.2% |
| Participation rate | 67.4% | 57.4%+10.0pp | 67.5%-0.1pp | 68.7%-1.3pp |
| Annual return | -0.93% | 89.94%-90.9pp | 25.41%-26.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,319 | $1,393-5.3% | $2,559-48.5% | $2,203-40.1% |
| Participant deferral / active EE | $3,382 | $2,335+44.8% | $3,585-5.7% | $3,192+6.0% |
| Admin fee / account holder | $2,689 | $3,212-16.3% | $4,255-36.8% | $4,297-37.4% |