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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 | $18,631 | $75,832-75.4% | $147,618-87.4% | $59,633-68.8% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -1.50% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $1,214 | $3,485-65.2% | $5,565-78.2% | $2,203-44.9% |
| Participant deferral / active EE | $1,817 | $3,131-42.0% | $4,895-62.9% | $3,192-43.1% |
| Admin fee / account holder | $3,666 | $5,986-38.8% | $11,612-68.4% | $4,297-14.7% |