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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 | $45,013 | $45,152-0.3% | $73,836-39.0% | $59,633-24.5% |
| Participation rate | 35.7% | 64.0%-28.3pp | 73.4%-37.7pp | 68.7%-33.0pp |
| Annual return | -1.11% | 27.40%-28.5pp | 2268.06%-2269.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $542 | $1,901-71.5% | $2,787-80.6% | $2,203-75.4% |
| Participant deferral / active EE | $1,411 | $2,573-45.2% | $3,583-60.6% | $3,192-55.8% |
| Admin fee / account holder | $1,672 | $3,515-52.4% | $4,882-65.7% | $4,297-61.1% |