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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 | $21,426 | $59,116-63.8% | $86,438-75.2% | $68,486-68.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -15.73% | -0.23%-15.5pp | 4397.19%-4412.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,955 | $2,519-22.4% | $3,769-48.1% | $2,597-24.7% |
| Participant deferral / active EE | $5,060 | $5,902-14.3% | $6,952-27.2% | $4,028+25.6% |
| Admin fee / account holder | $2,395 | $5,639-57.5% | $6,733-64.4% | $5,404-55.7% |