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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 | $19,037 | $75,832-74.9% | $147,617-87.1% | $59,633-68.1% |
| Participation rate | 45.7% | 71.6%-25.9pp | 84.6%-39.0pp | 68.7%-23.0pp |
| Annual return | -0.89% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,441 | $3,485-58.6% | $5,564-74.1% | $2,203-34.6% |
| Participant deferral / active EE | $2,225 | $3,131-28.9% | $4,895-54.5% | $3,192-30.3% |
| Admin fee / account holder | $1,819 | $5,986-69.6% | $11,612-84.3% | $4,297-57.7% |