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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 | $34,301 | $44,850-23.5% | $60,547-43.3% | $59,633-42.5% |
| Participation rate | 55.0% | 59.5%-4.5pp | 68.0%-13.0pp | 68.7%-13.7pp |
| Annual return | 0.38% | 1074.14%-1073.8pp | 335.64%-335.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,551 | $1,462+6.1% | $2,419-35.9% | $2,203-29.6% |
| Participant deferral / active EE | $2,902 | $2,230+30.2% | $3,328-12.8% | $3,192-9.1% |
| Admin fee / account holder | $3,248 | $3,635-10.7% | $4,536-28.4% | $4,297-24.4% |