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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 | $57,120 | $75,832-24.7% | $147,617-61.3% | $59,633-4.2% |
| Participation rate | 58.5% | 71.6%-13.0pp | 84.6%-26.1pp | 68.7%-10.1pp |
| Annual return | -1.38% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,422 | $3,485-59.2% | $5,564-74.4% | $2,203-35.4% |
| Participant deferral / active EE | $2,922 | $3,131-6.7% | $4,895-40.3% | $3,192-8.4% |
| Admin fee / account holder | $1,677 | $5,986-72.0% | $11,612-85.6% | $4,297-61.0% |