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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 | $35,599 | $75,832-53.1% | $147,617-75.9% | $59,633-40.3% |
| Participation rate | 60.3% | 71.6%-11.3pp | 84.6%-24.3pp | 68.7%-8.4pp |
| Annual return | -1.27% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,645 | $3,485-52.8% | $5,564-70.4% | $2,203-25.3% |
| Participant deferral / active EE | $3,109 | $3,131-0.7% | $4,895-36.5% | $3,192-2.6% |
| Admin fee / account holder | $1,310 | $5,986-78.1% | $11,612-88.7% | $4,297-69.5% |