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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 | $26,047 | $56,199-53.7% | $67,652-61.5% | $59,632-56.3% |
| Participation rate | 42.9% | 71.5%-28.6pp | 75.7%-32.8pp | 68.7%-25.8pp |
| Annual return | 1.52% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.32%-2039.8pp |
| Employer contribution / active EE | $907 | $1,614-43.8% | $2,266-59.9% | $2,203-58.8% |
| Participant deferral / active EE | $2,306 | $2,844-18.9% | $3,560-35.2% | $3,192-27.8% |
| Admin fee / account holder | $4,947 | $3,958+25.0% | $4,821+2.6% | $4,297+15.1% |