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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 | $74,941 | $75,832-1.2% | $147,617-49.2% | $59,633+25.7% |
| Participation rate | 54.5% | 71.6%-17.0pp | 84.6%-30.1pp | 68.7%-14.1pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $812 | $3,485-76.7% | $5,564-85.4% | $2,203-63.1% |
| Participant deferral / active EE | $1,611 | $3,131-48.5% | $4,895-67.1% | $3,192-49.5% |
| Admin fee / account holder | $3,317 | $5,986-44.6% | $11,612-71.4% | $4,297-22.8% |