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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 | $50,167 | $104,106-51.8% | $71,086-29.4% | $135,379-62.9% |
| Participation rate | 61.9% | 65.7%-3.8pp | 54.7%+7.3pp | 82.6%-20.7pp |
| Annual return | -4.97% | 1256.30%-1261.3pp | 650.59%-655.6pp | 519.79%-524.8pp |
| Employer contribution / active EE | $667 | $1,485-55.1% | $1,088-38.7% | $4,779-86.0% |
| Participant deferral / active EE | $2,091 | $2,527-17.3% | $1,874+11.5% | $5,609-62.7% |
| Admin fee / account holder | $459 | $4,142-88.9% | $3,082-85.1% | $10,828-95.8% |