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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 | $92,176 | $59,107+55.9% | $86,439+6.6% | $68,495+34.6% |
| Participation rate | 58.6% | 75.2%-16.6pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -15.98% | -0.23%-15.8pp | 4395.55%-4411.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,770 | $5,901-53.1% | $6,952-60.2% | $4,028-31.2% |
| Admin fee / account holder | $530 | $5,637-90.6% | $6,732-92.1% | $5,403-90.2% |