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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 | $32,962 | $39,798-17.2% | $67,704-51.3% | $59,633-44.7% |
| Participation rate | 57.0% | 57.4%-0.4pp | 67.5%-10.5pp | 68.7%-11.7pp |
| Annual return | 0.71% | 89.94%-89.2pp | 25.41%-24.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $828 | $1,393-40.5% | $2,559-67.6% | $2,203-62.4% |
| Participant deferral / active EE | $2,178 | $2,335-6.7% | $3,585-39.2% | $3,192-31.7% |
| Admin fee / account holder | $5,974 | $3,212+86.0% | $4,255+40.4% | $4,297+39.0% |