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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 | $24,310 | $82,630-70.6% | $64,105-62.1% | $125,389-80.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.66% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $943 | $2,671-64.7% | $1,820-48.2% | $4,866-80.6% |
| Participant deferral / active EE | $3,365 | $3,608-6.8% | $2,822+19.2% | $5,352-37.1% |
| Admin fee / account holder | $921 | $6,382-85.6% | $4,499-79.5% | $9,541-90.3% |