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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 | $24,282 | $44,850-45.9% | $60,547-59.9% | $59,633-59.3% |
| Participation rate | 46.8% | 59.5%-12.7pp | 68.0%-21.2pp | 68.7%-21.9pp |
| Annual return | -1.30% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,040 | $1,462-28.9% | $2,419-57.0% | $2,203-52.8% |
| Participant deferral / active EE | $1,775 | $2,230-20.4% | $3,328-46.7% | $3,192-44.4% |
| Admin fee / account holder | $1,346 | $3,635-63.0% | $4,536-70.3% | $4,297-68.7% |