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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 | $35,169 | $56,197-37.4% | $67,652-48.0% | $59,633-41.0% |
| Participation rate | 30.6% | 71.5%-40.9pp | 75.7%-45.1pp | 68.7%-38.1pp |
| Annual return | -2.28% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,511 | $1,615-6.4% | $2,266-33.3% | $2,203-31.4% |
| Participant deferral / active EE | $1,893 | $2,844-33.4% | $3,560-46.8% | $3,192-40.7% |
| Admin fee / account holder | $1,787 | $3,958-54.9% | $4,821-62.9% | $4,297-58.4% |