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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 | $36,035 | $69,774-48.4% | $67,575-46.7% | $74,459-51.6% |
| Participation rate | 38.5% | 71.4%-32.9pp | 72.9%-34.5pp | 67.2%-28.8pp |
| Annual return | 15.73% | -40.53%+56.3pp | 3528.98%-3513.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $895 | $2,710-67.0% | $2,736-67.3% | $2,626-65.9% |
| Participant deferral / active EE | $2,060 | $3,636-43.3% | $4,003-48.5% | $4,350-52.6% |
| Admin fee / account holder | $3,422 | $890+284.5% | $3,993-14.3% | $1,945+75.9% |