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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 | $43,012 | $82,630-47.9% | $64,105-32.9% | $125,389-65.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | 0.06% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $285 | $2,671-89.3% | $1,820-84.3% | $4,866-94.1% |
| Participant deferral / active EE | $1,433 | $3,608-60.3% | $2,822-49.2% | $5,352-73.2% |
| Admin fee / account holder | $796 | $6,382-87.5% | $4,499-82.3% | $9,541-91.7% |