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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 | $34,896 | $75,832-54.0% | $147,617-76.4% | $59,633-41.5% |
| Participation rate | 37.6% | 71.6%-33.9pp | 84.6%-47.0pp | 68.7%-31.0pp |
| Annual return | -1.70% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $663 | $3,485-81.0% | $5,564-88.1% | $2,203-69.9% |
| Participant deferral / active EE | $1,879 | $3,131-40.0% | $4,895-61.6% | $3,192-41.1% |
| Admin fee / account holder | $489 | $5,986-91.8% | $11,612-95.8% | $4,297-88.6% |