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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 | $34,835 | $56,199-38.0% | $67,652-48.5% | $59,632-41.6% |
| Participation rate | 65.6% | 71.5%-5.9pp | 75.7%-10.1pp | 68.7%-3.1pp |
| Annual return | 0.08% | 18505.31%-18505.2pp | 6625.04%-6625.0pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $2,046 | $1,614+26.7% | $2,266-9.7% | $2,203-7.1% |
| Participant deferral / active EE | $3,369 | $2,844+18.5% | $3,560-5.4% | $3,192+5.6% |
| Admin fee / account holder | $1,374 | $3,958-65.3% | $4,821-71.5% | $4,297-68.0% |