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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 | $34,834 | $44,850-22.3% | $60,547-42.5% | $59,633-41.6% |
| Participation rate | 63.3% | 59.5%+3.8pp | 68.0%-4.7pp | 68.7%-5.4pp |
| Annual return | -0.72% | 1074.14%-1074.9pp | 335.64%-336.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $253 | $1,462-82.7% | $2,419-89.5% | $2,203-88.5% |
| Participant deferral / active EE | $1,433 | $2,230-35.7% | $3,328-56.9% | $3,192-55.1% |
| Admin fee / account holder | $2,634 | $3,635-27.6% | $4,536-41.9% | $4,297-38.7% |