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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 | $36,906 | $52,519-29.7% | $155,789-76.3% | $59,633-38.1% |
| Participation rate | 54.9% | 61.7%-6.8pp | 76.1%-21.2pp | 68.7%-13.7pp |
| Annual return | -0.48% | 53.51%-54.0pp | 71.54%-72.0pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,548 | $1,589-2.6% | $3,839-59.7% | $2,203-29.7% |
| Participant deferral / active EE | $2,829 | $3,084-8.3% | $4,798-41.0% | $3,192-11.3% |
| Admin fee / account holder | $725 | $3,540-79.5% | $7,477-90.3% | $4,297-83.1% |