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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 | $33,764 | $45,152-25.2% | $73,845-54.3% | $59,632-43.4% |
| Participation rate | 45.6% | 64.0%-18.4pp | 73.4%-27.8pp | 68.7%-23.1pp |
| Annual return | -1.57% | 27.40%-29.0pp | 2267.91%-2269.5pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $1,563 | $1,902-17.8% | $2,788-43.9% | $2,203-29.1% |
| Participant deferral / active EE | $2,598 | $2,574+0.9% | $3,583-27.5% | $3,192-18.6% |
| Admin fee / account holder | $2,577 | $3,516-26.7% | $4,881-47.2% | $4,297-40.0% |