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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 | $22,434 | $75,832-70.4% | $147,617-84.8% | $59,633-62.4% |
| Participation rate | 44.2% | 71.6%-27.4pp | 84.6%-40.4pp | 68.7%-24.5pp |
| Annual return | -0.86% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $849 | $3,485-75.6% | $5,564-84.7% | $2,203-61.5% |
| Participant deferral / active EE | $1,720 | $3,131-45.1% | $4,895-64.9% | $3,192-46.1% |
| Admin fee / account holder | $3,417 | $5,986-42.9% | $11,612-70.6% | $4,297-20.5% |