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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 | $36,853 | $69,708-47.1% | $67,560-45.5% | $74,478-50.5% |
| Participation rate | 21.0% | 71.4%-50.4pp | 72.9%-51.9pp | 67.2%-46.2pp |
| Annual return | 13.46% | -40.67%+54.1pp | 3533.50%-3520.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $723 | $2,715-73.4% | $2,737-73.6% | $2,626-72.5% |
| Participant deferral / active EE | $1,368 | $3,637-62.4% | $4,004-65.8% | $4,350-68.5% |
| Admin fee / account holder | $11,463 | $887+1192.2% | $3,994+187.0% | $1,946+489.1% |