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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 | $36,972 | $45,152-18.1% | $73,836-49.9% | $59,633-38.0% |
| Participation rate | 41.5% | 64.0%-22.5pp | 73.4%-31.9pp | 68.7%-27.2pp |
| Annual return | -0.05% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,035 | $1,901-45.6% | $2,787-62.9% | $2,203-53.0% |
| Participant deferral / active EE | $1,477 | $2,573-42.6% | $3,583-58.8% | $3,192-53.7% |
| Admin fee / account holder | $716 | $3,515-79.6% | $4,882-85.3% | $4,297-83.3% |