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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 | $45,699 | $59,116-22.7% | $86,438-47.1% | $68,486-33.3% |
| Participation rate | 68.9% | 75.2%-6.3pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -17.37% | -0.23%-17.1pp | 4397.19%-4414.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,022 | $2,519-19.7% | $3,769-46.4% | $2,597-22.1% |
| Participant deferral / active EE | $3,987 | $5,902-32.4% | $6,952-42.7% | $4,028-1.0% |
| Admin fee / account holder | $5,047 | $5,639-10.5% | $6,733-25.0% | $5,404-6.6% |