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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 | $45,246 | $75,832-40.3% | $147,617-69.3% | $59,633-24.1% |
| Participation rate | 67.1% | 71.6%-4.4pp | 84.6%-17.5pp | 68.7%-1.5pp |
| Annual return | 0.42% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,278 | $3,485-63.3% | $5,564-77.0% | $2,203-42.0% |
| Participant deferral / active EE | $2,454 | $3,131-21.6% | $4,895-49.9% | $3,192-23.1% |
| Admin fee / account holder | $4,280 | $5,986-28.5% | $11,612-63.1% | $4,297-0.4% |