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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 | $36,898 | $78,694-53.1% | $67,652-45.5% | $125,389-70.6% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -0.67% | 9.46%-10.1pp | 6625.40%-6626.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,162 | $3,044-61.8% | $2,266-48.7% | $4,866-76.1% |
| Participant deferral / active EE | $3,905 | $4,292-9.0% | $3,560+9.7% | $5,352-27.0% |
| Admin fee / account holder | $12,633 | $7,403+70.6% | $4,821+162.0% | $9,541+32.4% |