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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 | $54,691 | $75,832-27.9% | $147,617-63.0% | $59,633-8.3% |
| Participation rate | 60.5% | 71.6%-11.0pp | 84.6%-24.1pp | 68.7%-8.1pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $840 | $3,485-75.9% | $5,564-84.9% | $2,203-61.8% |
| Participant deferral / active EE | $2,640 | $3,131-15.7% | $4,895-46.1% | $3,192-17.3% |
| Admin fee / account holder | $472 | $5,986-92.1% | $11,612-95.9% | $4,297-89.0% |