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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 | $44,765 | $56,199-20.3% | $67,652-33.8% | $59,632-24.9% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -1.85% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $1,513 | $1,614-6.3% | $2,266-33.2% | $2,203-31.3% |
| Participant deferral / active EE | $2,297 | $2,844-19.2% | $3,560-35.5% | $3,192-28.0% |
| Admin fee / account holder | $303 | $3,958-92.4% | $4,821-93.7% | $4,297-93.0% |