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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 | $97,319 | $59,107+64.6% | $86,439+12.6% | $68,495+42.1% |
| Participation rate | 41.5% | 75.2%-33.7pp | 80.3%-38.8pp | 67.9%-26.4pp |
| Annual return | -17.44% | -0.23%-17.2pp | 4395.55%-4413.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,033 | $2,519-59.0% | $3,769-72.6% | $2,596-60.2% |
| Participant deferral / active EE | $3,568 | $5,901-39.5% | $6,952-48.7% | $4,028-11.4% |
| Admin fee / account holder | $13,710 | $5,637+143.2% | $6,732+103.7% | $5,403+153.7% |