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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 | $31,505 | $39,798-20.8% | $67,704-53.5% | $59,633-47.2% |
| Participation rate | 48.1% | 57.4%-9.3pp | 67.5%-19.4pp | 68.7%-20.6pp |
| Annual return | -2.61% | 89.94%-92.5pp | 25.41%-28.0pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $339 | $1,393-75.7% | $2,559-86.8% | $2,203-84.6% |
| Participant deferral / active EE | $1,354 | $2,335-42.0% | $3,585-62.2% | $3,192-57.6% |
| Admin fee / account holder | $2,680 | $3,212-16.6% | $4,255-37.0% | $4,297-37.6% |