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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 | $37,810 | $59,116-36.0% | $86,438-56.3% | $68,486-44.8% |
| Participation rate | 61.0% | 75.2%-14.2pp | 80.3%-19.3pp | 67.9%-6.9pp |
| Annual return | -4.52% | -0.23%-4.3pp | 4397.19%-4401.7pp | -7.85%+3.3pp |
| Employer contribution / active EE | $2,032 | $2,519-19.3% | $3,769-46.1% | $2,597-21.7% |
| Participant deferral / active EE | $5,025 | $5,902-14.9% | $6,952-27.7% | $4,028+24.8% |
| Admin fee / account holder | $6,540 | $5,639+16.0% | $6,733-2.9% | $5,404+21.0% |