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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 | $30,091 | $56,197-46.5% | $67,652-55.5% | $59,633-49.5% |
| Participation rate | 40.5% | 71.5%-30.9pp | 75.7%-35.1pp | 68.7%-28.1pp |
| Annual return | -1.57% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $726 | $1,615-55.0% | $2,266-68.0% | $2,203-67.0% |
| Participant deferral / active EE | $2,067 | $2,844-27.3% | $3,560-41.9% | $3,192-35.2% |
| Admin fee / account holder | $1,177 | $3,958-70.3% | $4,821-75.6% | $4,297-72.6% |