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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 | $33,500 | $39,798-15.8% | $67,704-50.5% | $59,633-43.8% |
| Participation rate | 12.5% | 57.4%-44.9pp | 67.5%-55.0pp | 68.7%-56.2pp |
| Annual return | -1.88% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $506 | $1,393-63.7% | $2,559-80.2% | $2,203-77.0% |
| Participant deferral / active EE | $2,019 | $2,335-13.5% | $3,585-43.7% | $3,192-36.7% |
| Admin fee / account holder | $1,314 | $3,212-59.1% | $4,255-69.1% | $4,297-69.4% |