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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 | $117,986 | $75,832+55.6% | $147,617-20.1% | $59,633+97.9% |
| Participation rate | 38.9% | 71.6%-32.7pp | 84.6%-45.7pp | 68.7%-29.8pp |
| Annual return | -1.08% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $641 | $3,485-81.6% | $5,564-88.5% | $2,203-70.9% |
| Participant deferral / active EE | $1,894 | $3,131-39.5% | $4,895-61.3% | $3,192-40.6% |
| Admin fee / account holder | $16,503 | $5,986+175.7% | $11,612+42.1% | $4,297+284.1% |