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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 | $27,728 | $27,632+0.3% | $61,399-54.8% | $68,495-59.5% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | 119.63% | -13.24%+132.9pp | 338.81%-219.2pp | -7.84%+127.5pp |
| Employer contribution / active EE | $478 | $696-31.2% | $1,159-58.7% | $2,596-81.6% |
| Participant deferral / active EE | $1,303 | $1,264+3.1% | $2,124-38.7% | $4,028-67.6% |
| Admin fee / account holder | $771 | $2,010-61.7% | $2,131-63.8% | $5,403-85.7% |