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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 | $39,764 | $39,798-0.1% | $67,704-41.3% | $59,633-33.3% |
| Participation rate | 52.6% | 57.4%-4.7pp | 67.5%-14.9pp | 68.7%-16.0pp |
| Annual return | -3.08% | 89.94%-93.0pp | 25.41%-28.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $266 | $1,393-80.9% | $2,559-89.6% | $2,203-87.9% |
| Participant deferral / active EE | $1,263 | $2,335-45.9% | $3,585-64.8% | $3,192-60.4% |
| Admin fee / account holder | $2,076 | $3,212-35.4% | $4,255-51.2% | $4,297-51.7% |