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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 | $69,771-48.4% | $67,524-46.6% | $74,400-51.6% |
| Participation rate | 38.5% | 71.4%-32.9pp | 72.9%-34.4pp | 67.2%-28.8pp |
| Annual return | 15.73% | -40.49%+56.2pp | 3519.41%-3503.7pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $895 | $2,710-67.0% | $2,734-67.3% | $2,624-65.9% |
| Participant deferral / active EE | $2,060 | $3,638-43.4% | $4,001-48.5% | $4,348-52.6% |
| Admin fee / account holder | $3,422 | $889+284.8% | $4,001-14.5% | $1,944+76.0% |