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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 | $51,516 | $78,694-34.5% | $67,652-23.9% | $125,389-58.9% |
| Participation rate | 42.9% | 78.8%-35.9pp | 75.7%-32.8pp | 83.2%-40.3pp |
| Annual return | -0.78% | 9.46%-10.2pp | 6625.40%-6626.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,401 | $3,044-54.0% | $2,266-38.2% | $4,866-71.2% |
| Participant deferral / active EE | $2,767 | $4,292-35.5% | $3,560-22.3% | $5,352-48.3% |
| Admin fee / account holder | $3,729 | $7,403-49.6% | $4,821-22.7% | $9,541-60.9% |