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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 | $35,077 | $58,320-39.9% | $86,438-59.4% | $66,938-47.6% |
| Participation rate | 45.9% | 78.6%-32.6pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -14.38% | -9.71%-4.7pp | 4397.19%-4411.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,251 | $2,615-13.9% | $3,769-40.3% | $2,545-11.6% |
| Participant deferral / active EE | $4,006 | $6,899-41.9% | $6,952-42.4% | $4,238-5.5% |
| Admin fee / account holder | $340 | $546-37.8% | $6,733-95.0% | $594-42.8% |