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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 | $27,396 | $59,107-53.7% | $86,439-68.3% | $68,495-60.0% |
| Participation rate | 64.3% | 75.2%-11.0pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -17.83% | -0.23%-17.6pp | 4395.55%-4413.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $883 | $2,519-64.9% | $3,769-76.6% | $2,596-66.0% |
| Participant deferral / active EE | $4,160 | $5,901-29.5% | $6,952-40.2% | $4,028+3.3% |
| Admin fee / account holder | $1,277 | $5,637-77.4% | $6,732-81.0% | $5,403-76.4% |