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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 | $71,126 | $75,832-6.2% | $147,617-51.8% | $59,633+19.3% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | 3.07% | 0.37%+2.7pp | 61.98%-58.9pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $1,788 | $3,485-48.7% | $5,564-67.9% | $2,203-18.8% |
| Participant deferral / active EE | $3,338 | $3,131+6.6% | $4,895-31.8% | $3,192+4.6% |
| Admin fee / account holder | $34,801 | $5,986+481.4% | $11,612+199.7% | $4,297+709.9% |