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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 | $28,187 | $197,819-85.8% | $155,789-81.9% | $125,389-77.5% |
| Participation rate | 44.4% | 82.1%-37.6pp | 76.1%-31.7pp | 83.2%-38.7pp |
| Annual return | -1.75% | 86.73%-88.5pp | 71.54%-73.3pp | 282.24%-284.0pp |
| Employer contribution / active EE | $475 | $4,850-90.2% | $3,839-87.6% | $4,866-90.2% |
| Participant deferral / active EE | $2,912 | $5,631-48.3% | $4,798-39.3% | $5,352-45.6% |
| Admin fee / account holder | $2,702 | $9,544-71.7% | $7,477-63.9% | $9,541-71.7% |