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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 | $35,675 | $95,415-62.6% | $185,851-80.8% | $85,851-58.4% |
| Participation rate | 62.5% | 68.8%-6.3pp | 81.7%-19.2pp | 69.3%-6.8pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,213 | $3,314-63.4% | $5,168-76.5% | $2,565-52.7% |
| Participant deferral / active EE | $2,940 | $3,424-14.1% | $5,569-47.2% | $3,952-25.6% |
| Admin fee / account holder | $5,075 | $7,215-29.7% | $16,245-68.8% | $6,261-18.9% |