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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 | $27,554 | $75,832-63.7% | $147,617-81.3% | $59,633-53.8% |
| Participation rate | 50.0% | 71.6%-21.6pp | 84.6%-34.6pp | 68.7%-18.7pp |
| Annual return | -0.36% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $936 | $3,485-73.1% | $5,564-83.2% | $2,203-57.5% |
| Participant deferral / active EE | $1,389 | $3,131-55.6% | $4,895-71.6% | $3,192-56.5% |
| Admin fee / account holder | $2,880 | $5,986-51.9% | $11,612-75.2% | $4,297-33.0% |