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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 | $68,094 | $56,200+21.2% | $67,653+0.7% | $59,633+14.2% |
| Participation rate | 34.6% | 71.5%-36.9pp | 75.7%-41.1pp | 68.7%-34.1pp |
| Annual return | -1.93% | 18506.71%-18508.6pp | 6625.22%-6627.2pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $744 | $1,615-53.9% | $2,266-67.2% | $2,203-66.2% |
| Participant deferral / active EE | $2,435 | $2,843-14.4% | $3,560-31.6% | $3,192-23.7% |
| Admin fee / account holder | $691 | $3,959-82.5% | $4,821-85.7% | $4,297-83.9% |