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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 | $26,104 | $45,152-42.2% | $73,836-64.6% | $59,633-56.2% |
| Participation rate | 42.5% | 64.0%-21.5pp | 73.4%-30.9pp | 68.7%-26.2pp |
| Annual return | -1.02% | 27.40%-28.4pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $194 | $1,901-89.8% | $2,787-93.0% | $2,203-91.2% |
| Participant deferral / active EE | $1,186 | $2,573-53.9% | $3,583-66.9% | $3,192-62.8% |
| Admin fee / account holder | $610 | $3,515-82.6% | $4,882-87.5% | $4,297-85.8% |