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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 | $48,964 | $75,832-35.4% | $147,617-66.8% | $59,633-17.9% |
| Participation rate | 62.0% | 71.6%-9.6pp | 84.6%-22.6pp | 68.7%-6.7pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $835 | $3,485-76.0% | $5,564-85.0% | $2,203-62.1% |
| Participant deferral / active EE | $2,651 | $3,131-15.3% | $4,895-45.8% | $3,192-16.9% |
| Admin fee / account holder | $2,461 | $5,986-58.9% | $11,612-78.8% | $4,297-42.7% |