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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 | $27,644 | $69,774-60.4% | $67,575-59.1% | $74,459-62.9% |
| Participation rate | 56.0% | 71.4%-15.4pp | 72.9%-16.9pp | 67.2%-11.2pp |
| Annual return | 13.43% | -40.53%+54.0pp | 3528.98%-3515.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,705 | $2,710-37.1% | $2,736-37.7% | $2,626-35.1% |
| Participant deferral / active EE | $2,076 | $3,636-42.9% | $4,003-48.2% | $4,350-52.3% |
| Admin fee / account holder | $326 | $890-63.4% | $3,993-91.8% | $1,945-83.2% |