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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 | $30,461 | $78,694-61.3% | $67,653-55.0% | $125,388-75.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -1.75% | 9.46%-11.2pp | 6625.22%-6627.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,279 | $3,044-58.0% | $2,266-43.5% | $4,866-73.7% |
| Participant deferral / active EE | $5,116 | $4,292+19.2% | $3,560+43.7% | $5,352-4.4% |
| Admin fee / account holder | $314 | $7,403-95.8% | $4,821-93.5% | $9,541-96.7% |