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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 | $24,497 | $75,832-67.7% | $147,618-83.4% | $59,633-58.9% |
| Participation rate | 59.0% | 71.6%-12.6pp | 84.6%-25.6pp | 68.7%-9.7pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.9pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $860 | $3,485-75.3% | $5,565-84.5% | $2,203-61.0% |
| Participant deferral / active EE | $1,728 | $3,131-44.8% | $4,895-64.7% | $3,192-45.8% |
| Admin fee / account holder | $328 | $5,986-94.5% | $11,612-97.2% | $4,297-92.4% |