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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 | $35,099 | $52,519-33.2% | $155,789-77.5% | $59,633-41.1% |
| Participation rate | 30.4% | 61.7%-31.3pp | 76.1%-45.7pp | 68.7%-38.2pp |
| Annual return | -1.51% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $733 | $1,589-53.9% | $3,839-80.9% | $2,203-66.7% |
| Participant deferral / active EE | $2,000 | $3,084-35.1% | $4,798-58.3% | $3,192-37.3% |
| Admin fee / account holder | $2,680 | $3,540-24.3% | $7,477-64.2% | $4,297-37.6% |