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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 | $47,087 | $48,274-2.5% | $63,244-25.5% | $59,633-21.0% |
| Participation rate | 28.6% | 66.3%-37.7pp | 71.0%-42.5pp | 68.7%-40.1pp |
| Annual return | -1.44% | -240.79%+239.3pp | -70.31%+68.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $443 | $1,586-72.1% | $2,322-80.9% | $2,203-79.9% |
| Participant deferral / active EE | $1,187 | $2,343-49.3% | $2,953-59.8% | $3,192-62.8% |
| Admin fee / account holder | $2,251 | $3,600-37.5% | $5,893-61.8% | $4,297-47.6% |