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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 | $63,902 | $78,694-18.8% | $67,652-5.5% | $125,389-49.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -3.23% | 9.46%-12.7pp | 6625.40%-6628.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,287 | $3,044-57.7% | $2,266-43.2% | $4,866-73.6% |
| Participant deferral / active EE | $3,150 | $4,292-26.6% | $3,560-11.5% | $5,352-41.1% |
| Admin fee / account holder | $628 | $7,403-91.5% | $4,821-87.0% | $9,541-93.4% |