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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 | $35,461 | $56,197-36.9% | $67,652-47.6% | $59,633-40.5% |
| Participation rate | 54.1% | 71.5%-17.4pp | 75.7%-21.6pp | 68.7%-14.6pp |
| Annual return | -1.65% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $895 | $1,615-44.6% | $2,266-60.5% | $2,203-59.4% |
| Participant deferral / active EE | $1,734 | $2,844-39.0% | $3,560-51.3% | $3,192-45.7% |
| Admin fee / account holder | $733 | $3,958-81.5% | $4,821-84.8% | $4,297-82.9% |