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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 | $34,040 | $56,200-39.4% | $67,653-49.7% | $59,633-42.9% |
| Participation rate | 48.6% | 71.5%-22.8pp | 75.7%-27.0pp | 68.7%-20.0pp |
| Annual return | -1.02% | 18506.71%-18507.7pp | 6625.22%-6626.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $535 | $1,615-66.9% | $2,266-76.4% | $2,203-75.7% |
| Participant deferral / active EE | $1,695 | $2,843-40.4% | $3,560-52.4% | $3,192-46.9% |
| Admin fee / account holder | $1,539 | $3,959-61.1% | $4,821-68.1% | $4,297-64.2% |