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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 | $32,499 | $56,200-42.2% | $67,653-52.0% | $59,633-45.5% |
| Participation rate | 60.9% | 71.5%-10.6pp | 75.7%-14.8pp | 68.7%-7.8pp |
| Annual return | -1.80% | 18506.71%-18508.5pp | 6625.22%-6627.0pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $1,486 | $1,615-8.0% | $2,266-34.4% | $2,203-32.5% |
| Participant deferral / active EE | $3,007 | $2,843+5.7% | $3,560-15.5% | $3,192-5.8% |
| Admin fee / account holder | $1,051 | $3,959-73.5% | $4,821-78.2% | $4,297-75.5% |