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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 | $33,273 | $39,798-16.4% | $67,704-50.9% | $59,633-44.2% |
| Participation rate | 52.8% | 57.4%-4.6pp | 67.5%-14.7pp | 68.7%-15.9pp |
| Annual return | -1.65% | 89.94%-91.6pp | 25.41%-27.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $361 | $1,393-74.1% | $2,559-85.9% | $2,203-83.6% |
| Participant deferral / active EE | $1,445 | $2,335-38.1% | $3,585-59.7% | $3,192-54.7% |
| Admin fee / account holder | $3,094 | $3,212-3.7% | $4,255-27.3% | $4,297-28.0% |