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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 | $44,864 | $56,197-20.2% | $67,652-33.7% | $59,633-24.8% |
| Participation rate | 51.3% | 71.5%-20.2pp | 75.7%-24.4pp | 68.7%-17.4pp |
| Annual return | -0.20% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $682 | $1,615-57.8% | $2,266-69.9% | $2,203-69.1% |
| Participant deferral / active EE | $2,989 | $2,844+5.1% | $3,560-16.0% | $3,192-6.3% |
| Admin fee / account holder | $867 | $3,958-78.1% | $4,821-82.0% | $4,297-79.8% |