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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 | $29,977 | $56,197-46.7% | $67,652-55.7% | $59,633-49.7% |
| Participation rate | 63.3% | 71.5%-8.2pp | 75.7%-12.4pp | 68.7%-5.4pp |
| Annual return | -2.21% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,002 | $1,615-38.0% | $2,266-55.8% | $2,203-54.5% |
| Participant deferral / active EE | $2,102 | $2,844-26.1% | $3,560-41.0% | $3,192-34.2% |
| Admin fee / account holder | $2,449 | $3,958-38.1% | $4,821-49.2% | $4,297-43.0% |