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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 | $34,948 | $45,152-22.6% | $73,845-52.7% | $59,632-41.4% |
| Participation rate | 44.7% | 64.0%-19.3pp | 73.4%-28.7pp | 68.7%-23.9pp |
| Annual return | -1.96% | 27.40%-29.4pp | 2267.91%-2269.9pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $992 | $1,902-47.8% | $2,788-64.4% | $2,203-54.9% |
| Participant deferral / active EE | $3,146 | $2,574+22.2% | $3,583-12.2% | $3,192-1.4% |
| Admin fee / account holder | $2,700 | $3,516-23.2% | $4,881-44.7% | $4,297-37.2% |