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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 | $66,921 | $75,832-11.8% | $147,617-54.7% | $59,633+12.2% |
| Participation rate | 46.9% | 71.6%-24.7pp | 84.6%-37.7pp | 68.7%-21.8pp |
| Annual return | -0.71% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,078 | $3,485-69.1% | $5,564-80.6% | $2,203-51.1% |
| Participant deferral / active EE | $2,993 | $3,131-4.4% | $4,895-38.9% | $3,192-6.2% |
| Admin fee / account holder | $1,198 | $5,986-80.0% | $11,612-89.7% | $4,297-72.1% |