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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 | $27,447 | $75,832-63.8% | $147,617-81.4% | $59,633-54.0% |
| Participation rate | 53.7% | 71.6%-17.9pp | 84.6%-30.9pp | 68.7%-15.0pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $375 | $3,485-89.2% | $5,564-93.3% | $2,203-83.0% |
| Participant deferral / active EE | $1,133 | $3,131-63.8% | $4,895-76.8% | $3,192-64.5% |
| Admin fee / account holder | $1,147 | $5,986-80.8% | $11,612-90.1% | $4,297-73.3% |