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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 | $40,231 | $59,116-31.9% | $86,438-53.5% | $68,486-41.3% |
| Participation rate | 66.2% | 75.2%-9.0pp | 80.3%-14.1pp | 67.9%-1.7pp |
| Annual return | -9.34% | -0.23%-9.1pp | 4397.19%-4406.5pp | -7.85%-1.5pp |
| Employer contribution / active EE | $2,736 | $2,519+8.6% | $3,769-27.4% | $2,597+5.4% |
| Participant deferral / active EE | $3,953 | $5,902-33.0% | $6,952-43.1% | $4,028-1.9% |
| Admin fee / account holder | $408 | $5,639-92.8% | $6,733-93.9% | $5,404-92.4% |