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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 | $37,458 | $56,200-33.3% | $67,653-44.6% | $59,633-37.2% |
| Participation rate | 59.4% | 71.5%-12.1pp | 75.7%-16.3pp | 68.7%-9.3pp |
| Annual return | -1.68% | 18506.71%-18508.4pp | 6625.22%-6626.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $794 | $1,615-50.9% | $2,266-65.0% | $2,203-64.0% |
| Participant deferral / active EE | $2,517 | $2,843-11.5% | $3,560-29.3% | $3,192-21.1% |
| Admin fee / account holder | $2,120 | $3,959-46.5% | $4,821-56.0% | $4,297-50.7% |