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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 | $39,816 | $78,694-49.4% | $67,652-41.1% | $125,389-68.2% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.64% | 9.46%-10.1pp | 6625.40%-6626.0pp | 282.24%-282.9pp |
| Employer contribution / active EE | $676 | $3,044-77.8% | $2,266-70.2% | $4,866-86.1% |
| Participant deferral / active EE | $3,044 | $4,292-29.1% | $3,560-14.5% | $5,352-43.1% |
| Admin fee / account holder | $9,818 | $7,403+32.6% | $4,821+103.7% | $9,541+2.9% |