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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 | $16,146 | $75,832-78.7% | $147,617-89.1% | $59,633-72.9% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | -0.80% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,170 | $3,485-66.4% | $5,564-79.0% | $2,203-46.9% |
| Participant deferral / active EE | $1,190 | $3,131-62.0% | $4,895-75.7% | $3,192-62.7% |
| Admin fee / account holder | $1,320 | $5,986-77.9% | $11,612-88.6% | $4,297-69.3% |