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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 | $71,446 | $69,774+2.4% | $67,561+5.8% | $74,429-4.0% |
| Participation rate | 52.9% | 71.4%-18.5pp | 72.9%-20.0pp | 67.2%-14.3pp |
| Annual return | 21.38% | -40.53%+61.9pp | 3525.44%-3504.1pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $1,041 | $2,710-61.6% | $2,735-61.9% | $2,625-60.4% |
| Participant deferral / active EE | $3,355 | $3,636-7.7% | $4,003-16.2% | $4,348-22.8% |
| Admin fee / account holder | $2,730 | $890+206.8% | $4,006-31.8% | $1,944+40.4% |