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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 | $49,288 | $44,103+11.8% | $75,826-35.0% | $64,173-23.2% |
| Participation rate | 53.6% | 62.7%-9.2pp | 68.2%-14.6pp | 69.6%-16.0pp |
| Annual return | -5.51% | -4.72%-0.8pp | 1914.15%-1919.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $345 | $1,446-76.1% | $1,913-82.0% | $2,381-85.5% |
| Participant deferral / active EE | $2,496 | $2,204+13.2% | $2,862-12.8% | $3,470-28.1% |
| Admin fee / account holder | $927 | $3,506-73.6% | $4,726-80.4% | $4,887-81.0% |