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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 | $62,361 | $68,996-9.6% | $159,991-61.0% | $68,495-9.0% |
| Participation rate | 40.6% | 65.4%-24.8pp | 78.0%-37.3pp | 67.9%-27.3pp |
| Annual return | -17.54% | -9.65%-7.9pp | 408.82%-426.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,481 | $2,212-33.1% | $4,225-64.9% | $2,596-43.0% |
| Participant deferral / active EE | $2,988 | $4,211-29.0% | $6,183-51.7% | $4,028-25.8% |
| Admin fee / account holder | $59,458 | $4,797+1139.4% | $8,715+582.3% | $5,403+1000.4% |