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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 | $36,577 | $75,832-51.8% | $147,618-75.2% | $59,633-38.7% |
| Participation rate | 60.7% | 71.6%-10.9pp | 84.6%-24.0pp | 68.7%-8.0pp |
| Annual return | -0.44% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $986 | $3,485-71.7% | $5,565-82.3% | $2,203-55.2% |
| Participant deferral / active EE | $1,784 | $3,131-43.0% | $4,895-63.6% | $3,192-44.1% |
| Admin fee / account holder | $1,235 | $5,986-79.4% | $11,612-89.4% | $4,297-71.3% |