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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 | $45,030 | $52,519-14.3% | $155,789-71.1% | $59,633-24.5% |
| Participation rate | 63.2% | 61.7%+1.5pp | 76.1%-12.9pp | 68.7%-5.5pp |
| Annual return | -2.31% | 53.51%-55.8pp | 71.54%-73.8pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $2,236 | $1,589+40.7% | $3,839-41.8% | $2,203+1.5% |
| Participant deferral / active EE | $2,459 | $3,084-20.3% | $4,798-48.7% | $3,192-22.9% |
| Admin fee / account holder | $2,341 | $3,540-33.9% | $7,477-68.7% | $4,297-45.5% |