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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 | $53,372 | $45,566+17.1% | $64,105-16.7% | $59,633-10.5% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -2.68% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $933 | $934-0.2% | $1,820-48.8% | $2,203-57.7% |
| Participant deferral / active EE | $1,434 | $2,057-30.3% | $2,822-49.2% | $3,192-55.1% |
| Admin fee / account holder | $2,824 | $3,268-13.6% | $4,499-37.2% | $4,297-34.3% |