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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 | $26,396 | $56,197-53.0% | $67,652-61.0% | $59,633-55.7% |
| Participation rate | 52.1% | 71.5%-19.4pp | 75.7%-23.6pp | 68.7%-16.6pp |
| Annual return | -0.53% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $398 | $1,615-75.4% | $2,266-82.4% | $2,203-81.9% |
| Participant deferral / active EE | $1,617 | $2,844-43.2% | $3,560-54.6% | $3,192-49.4% |
| Admin fee / account holder | $2,220 | $3,958-43.9% | $4,821-53.9% | $4,297-48.3% |