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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 | $21,477 | $75,832-71.7% | $147,617-85.5% | $59,633-64.0% |
| Participation rate | 49.5% | 71.6%-22.1pp | 84.6%-35.2pp | 68.7%-19.2pp |
| Annual return | -0.14% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $501 | $3,485-85.6% | $5,564-91.0% | $2,203-77.3% |
| Participant deferral / active EE | $871 | $3,131-72.2% | $4,895-82.2% | $3,192-72.7% |
| Admin fee / account holder | $2,622 | $5,986-56.2% | $11,612-77.4% | $4,297-39.0% |