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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 | $53,496 | $75,962-29.6% | $154,108-65.3% | $64,173-16.6% |
| Participation rate | 34.5% | 70.4%-35.9pp | 83.0%-48.6pp | 69.6%-35.1pp |
| Annual return | -1.78% | 30.32%-32.1pp | 735.21%-737.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,098 | $3,350-67.2% | $5,298-79.3% | $2,381-53.9% |
| Participant deferral / active EE | $2,510 | $3,175-20.9% | $5,081-50.6% | $3,470-27.6% |
| Admin fee / account holder | $10,655 | $5,589+90.6% | $13,411-20.6% | $4,887+118.0% |