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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 | $52,289 | $56,197-7.0% | $67,652-22.7% | $59,633-12.3% |
| Participation rate | 53.7% | 71.5%-17.8pp | 75.7%-22.0pp | 68.7%-15.0pp |
| Annual return | 0.41% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,247 | $1,615-22.8% | $2,266-45.0% | $2,203-43.4% |
| Participant deferral / active EE | $2,260 | $2,844-20.5% | $3,560-36.5% | $3,192-29.2% |
| Admin fee / account holder | $1,908 | $3,958-51.8% | $4,821-60.4% | $4,297-55.6% |