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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 | $35,034 | $197,819-82.3% | $155,789-77.5% | $125,389-72.1% |
| Participation rate | 37.5% | 82.1%-44.6pp | 76.1%-38.6pp | 83.2%-45.7pp |
| Annual return | -1.34% | 86.73%-88.1pp | 71.54%-72.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $319 | $4,850-93.4% | $3,839-91.7% | $4,866-93.5% |
| Participant deferral / active EE | $1,412 | $5,631-74.9% | $4,798-70.6% | $5,352-73.6% |
| Admin fee / account holder | $1,839 | $9,544-80.7% | $7,477-75.4% | $9,541-80.7% |