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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 | $55,417 | $56,197-1.4% | $67,652-18.1% | $59,633-7.1% |
| Participation rate | 40.9% | 71.5%-30.6pp | 75.7%-34.8pp | 68.7%-27.8pp |
| Annual return | -2.31% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $374 | $1,615-76.8% | $2,266-83.5% | $2,203-83.0% |
| Participant deferral / active EE | $3,378 | $2,844+18.8% | $3,560-5.1% | $3,192+5.9% |
| Admin fee / account holder | $1,138 | $3,958-71.3% | $4,821-76.4% | $4,297-73.5% |