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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 | $37,952 | $56,199-32.5% | $67,652-43.9% | $59,632-36.4% |
| Participation rate | 59.2% | 71.5%-12.3pp | 75.7%-16.5pp | 68.7%-9.5pp |
| Annual return | -0.39% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $1,167 | $1,614-27.7% | $2,266-48.5% | $2,203-47.0% |
| Participant deferral / active EE | $2,192 | $2,844-22.9% | $3,560-38.4% | $3,192-31.3% |
| Admin fee / account holder | $1,431 | $3,958-63.9% | $4,821-70.3% | $4,297-66.7% |