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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 | $26,426 | $39,798-33.6% | $67,704-61.0% | $59,633-55.7% |
| Participation rate | 40.0% | 57.4%-17.4pp | 67.5%-27.5pp | 68.7%-28.7pp |
| Annual return | 0.60% | 89.94%-89.3pp | 25.41%-24.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,020 | $1,393-26.8% | $2,559-60.1% | $2,203-53.7% |
| Participant deferral / active EE | $2,448 | $2,335+4.8% | $3,585-31.7% | $3,192-23.3% |
| Admin fee / account holder | $732 | $3,212-77.2% | $4,255-82.8% | $4,297-83.0% |