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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 | $36,569 | $75,832-51.8% | $147,618-75.2% | $59,633-38.7% |
| Participation rate | 46.8% | 71.6%-24.8pp | 84.6%-37.8pp | 68.7%-21.9pp |
| Annual return | -1.22% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $1,220 | $3,485-65.0% | $5,565-78.1% | $2,203-44.6% |
| Participant deferral / active EE | $1,018 | $3,131-67.5% | $4,895-79.2% | $3,192-68.1% |
| Admin fee / account holder | $1,584 | $5,986-73.5% | $11,612-86.4% | $4,297-63.1% |