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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 | $20,865 | $44,850-53.5% | $60,547-65.5% | $59,633-65.0% |
| Participation rate | 34.5% | 59.5%-25.0pp | 68.0%-33.5pp | 68.7%-34.2pp |
| Annual return | -2.38% | 1074.14%-1076.5pp | 335.64%-338.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $629 | $1,462-56.9% | $2,419-74.0% | $2,203-71.4% |
| Participant deferral / active EE | $921 | $2,230-58.7% | $3,328-72.3% | $3,192-71.1% |
| Admin fee / account holder | $3,032 | $3,635-16.6% | $4,536-33.2% | $4,297-29.4% |