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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 | $48,278 | $78,694-38.7% | $67,652-28.6% | $125,389-61.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -1.66% | 9.46%-11.1pp | 6625.40%-6627.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $915 | $3,044-69.9% | $2,266-59.6% | $4,866-81.2% |
| Participant deferral / active EE | $1,610 | $4,292-62.5% | $3,560-54.8% | $5,352-69.9% |
| Admin fee / account holder | $7,627 | $7,403+3.0% | $4,821+58.2% | $9,541-20.1% |