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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 | $40,616 | $56,197-27.7% | $67,652-40.0% | $59,633-31.9% |
| Participation rate | 56.8% | 71.5%-14.7pp | 75.7%-18.9pp | 68.7%-11.9pp |
| Annual return | 0.55% | 18508.10%-18507.6pp | 6625.40%-6624.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,050 | $1,615-35.0% | $2,266-53.7% | $2,203-52.3% |
| Participant deferral / active EE | $1,794 | $2,844-36.9% | $3,560-49.6% | $3,192-43.8% |
| Admin fee / account holder | $4,748 | $3,958+20.0% | $4,821-1.5% | $4,297+10.5% |