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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 | $36,681 | $43,730-16.1% | $121,220-69.7% | $64,173-42.8% |
| Participation rate | 41.7% | 58.3%-16.7pp | 71.8%-30.1pp | 69.6%-27.9pp |
| Annual return | -1.84% | 68.94%-70.8pp | 16.94%-18.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $415 | $1,297-68.0% | $4,023-89.7% | $2,381-82.6% |
| Participant deferral / active EE | $1,762 | $2,281-22.7% | $3,345-47.3% | $3,470-49.2% |
| Admin fee / account holder | $16,206 | $3,502+362.7% | $5,021+222.8% | $4,887+231.6% |