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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 | $47,128 | $75,832-37.9% | $147,618-68.1% | $59,633-21.0% |
| Participation rate | 31.6% | 71.6%-40.0pp | 84.6%-53.0pp | 68.7%-37.1pp |
| Annual return | -1.35% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,413 | $3,485-59.4% | $5,565-74.6% | $2,203-35.8% |
| Participant deferral / active EE | $2,027 | $3,131-35.3% | $4,895-58.6% | $3,192-36.5% |
| Admin fee / account holder | $6,515 | $5,986+8.8% | $11,612-43.9% | $4,297+51.6% |