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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 | $39,018 | $69,774-44.1% | $67,575-42.3% | $74,459-47.6% |
| Participation rate | 40.6% | 71.4%-30.8pp | 72.9%-32.3pp | 67.2%-26.7pp |
| Annual return | 13.79% | -40.53%+54.3pp | 3528.98%-3515.2pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $697 | $2,710-74.3% | $2,736-74.5% | $2,626-73.4% |
| Participant deferral / active EE | $2,326 | $3,636-36.0% | $4,003-41.9% | $4,350-46.5% |
| Admin fee / account holder | $3,959 | $890+345.0% | $3,993-0.8% | $1,945+103.6% |