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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 | $33,757 | $45,152-25.2% | $73,845-54.3% | $59,632-43.4% |
| Participation rate | 42.9% | 64.0%-21.2pp | 73.4%-30.6pp | 68.7%-25.8pp |
| Annual return | -1.18% | 27.40%-28.6pp | 2267.91%-2269.1pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $515 | $1,902-72.9% | $2,788-81.5% | $2,203-76.6% |
| Participant deferral / active EE | $1,040 | $2,574-59.6% | $3,583-71.0% | $3,192-67.4% |
| Admin fee / account holder | $1,615 | $3,516-54.1% | $4,881-66.9% | $4,297-62.4% |