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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 | $56,539 | $75,832-25.4% | $147,617-61.7% | $59,633-5.2% |
| Participation rate | 64.7% | 71.6%-6.9pp | 84.6%-19.9pp | 68.7%-4.0pp |
| Annual return | 0.78% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,633 | $3,485-53.1% | $5,564-70.7% | $2,203-25.9% |
| Participant deferral / active EE | $2,574 | $3,131-17.8% | $4,895-47.4% | $3,192-19.3% |
| Admin fee / account holder | $11,926 | $5,986+99.3% | $11,612+2.7% | $4,297+177.6% |