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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 | $34,033 | $78,707-56.8% | $117,861-71.1% | $70,126-51.5% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $965 | $2,223-56.6% | $3,786-74.5% | $2,343-58.8% |
| Participant deferral / active EE | $1,555 | $3,297-52.8% | $4,482-65.3% | $3,332-53.3% |
| Admin fee / account holder | $2,301 | $5,066-54.6% | $8,021-71.3% | $4,645-50.5% |