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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 | $20,868 | $45,566-54.2% | $64,105-67.4% | $59,633-65.0% |
| Participation rate | 48.4% | 60.2%-11.8pp | 68.2%-19.8pp | 68.7%-20.3pp |
| Annual return | -2.54% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $447 | $934-52.2% | $1,820-75.4% | $2,203-79.7% |
| Participant deferral / active EE | $2,000 | $2,057-2.7% | $2,822-29.1% | $3,192-37.3% |
| Admin fee / account holder | $1,442 | $3,268-55.9% | $4,499-67.9% | $4,297-66.4% |