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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 | $32,015 | $59,111-45.8% | $86,451-63.0% | $68,490-53.3% |
| Participation rate | 59.3% | 75.2%-16.0pp | 80.3%-21.1pp | 67.9%-8.6pp |
| Annual return | -18.88% | -0.22%-18.7pp | 4398.51%-4417.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,990 | $2,519-21.0% | $3,770-47.2% | $2,597-23.4% |
| Participant deferral / active EE | $5,509 | $5,900-6.6% | $6,953-20.8% | $4,028+36.8% |
| Admin fee / account holder | $3,056 | $5,640-45.8% | $6,734-54.6% | $5,403-43.4% |