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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 | $24,240 | $52,519-53.8% | $155,789-84.4% | $59,633-59.4% |
| Participation rate | 65.4% | 61.7%+3.7pp | 76.1%-10.7pp | 68.7%-3.3pp |
| Annual return | -0.48% | 53.51%-54.0pp | 71.54%-72.0pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $845 | $1,589-46.8% | $3,839-78.0% | $2,203-61.6% |
| Participant deferral / active EE | $2,036 | $3,084-34.0% | $4,798-57.6% | $3,192-36.2% |
| Admin fee / account holder | $1,304 | $3,540-63.2% | $7,477-82.6% | $4,297-69.7% |