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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 | $51,573 | $56,197-8.2% | $67,652-23.8% | $59,633-13.5% |
| Participation rate | 55.0% | 71.5%-16.5pp | 75.7%-20.7pp | 68.7%-13.7pp |
| Annual return | -1.40% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $645 | $1,615-60.1% | $2,266-71.5% | $2,203-70.7% |
| Participant deferral / active EE | $2,166 | $2,844-23.8% | $3,560-39.2% | $3,192-32.2% |
| Admin fee / account holder | $313 | $3,958-92.1% | $4,821-93.5% | $4,297-92.7% |