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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 | $49,575 | $52,519-5.6% | $155,789-68.2% | $59,633-16.9% |
| Participation rate | 23.8% | 61.7%-37.9pp | 76.1%-52.3pp | 68.7%-44.9pp |
| Annual return | -2.23% | 53.51%-55.7pp | 71.54%-73.8pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $255 | $1,589-83.9% | $3,839-93.4% | $2,203-88.4% |
| Participant deferral / active EE | $2,204 | $3,084-28.6% | $4,798-54.1% | $3,192-31.0% |
| Admin fee / account holder | $1,902 | $3,540-46.3% | $7,477-74.6% | $4,297-55.7% |