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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 | $19,205 | $52,519-63.4% | $155,789-87.7% | $59,633-67.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | -2.55% | 53.51%-56.1pp | 71.54%-74.1pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,047 | $1,589-34.1% | $3,839-72.7% | $2,203-52.5% |
| Participant deferral / active EE | $2,145 | $3,084-30.5% | $4,798-55.3% | $3,192-32.8% |
| Admin fee / account holder | $3,172 | $3,540-10.4% | $7,477-57.6% | $4,297-26.2% |