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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 | $44,607 | $44,850-0.5% | $60,547-26.3% | $59,633-25.2% |
| Participation rate | 68.9% | 59.5%+9.4pp | 68.0%+0.9pp | 68.7%+0.2pp |
| Annual return | -1.04% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $738 | $1,462-49.5% | $2,419-69.5% | $2,203-66.5% |
| Participant deferral / active EE | $2,206 | $2,230-1.1% | $3,328-33.7% | $3,192-30.9% |
| Admin fee / account holder | $321 | $3,635-91.2% | $4,536-92.9% | $4,297-92.5% |