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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 | $29,405 | $75,832-61.2% | $147,617-80.1% | $59,633-50.7% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -0.09% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,077 | $3,485-69.1% | $5,564-80.6% | $2,203-51.1% |
| Participant deferral / active EE | $1,859 | $3,131-40.6% | $4,895-62.0% | $3,192-41.8% |
| Admin fee / account holder | $2,782 | $5,986-53.5% | $11,612-76.0% | $4,297-35.3% |