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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 | $27,216 | $39,798-31.6% | $67,704-59.8% | $59,633-54.4% |
| Participation rate | 58.9% | 57.4%+1.6pp | 67.5%-8.6pp | 68.7%-9.7pp |
| Annual return | -0.28% | 89.94%-90.2pp | 25.41%-25.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $393 | $1,393-71.8% | $2,559-84.7% | $2,203-82.2% |
| Participant deferral / active EE | $1,920 | $2,335-17.8% | $3,585-46.5% | $3,192-39.9% |
| Admin fee / account holder | $3,473 | $3,212+8.1% | $4,255-18.4% | $4,297-19.2% |