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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 | $27,934 | $56,197-50.3% | $67,652-58.7% | $59,633-53.2% |
| Participation rate | 65.0% | 71.5%-6.5pp | 75.7%-10.7pp | 68.7%-3.7pp |
| Annual return | -2.31% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,270 | $1,615-21.3% | $2,266-43.9% | $2,203-42.3% |
| Participant deferral / active EE | $2,788 | $2,844-2.0% | $3,560-21.7% | $3,192-12.7% |
| Admin fee / account holder | $398 | $3,958-89.9% | $4,821-91.7% | $4,297-90.7% |