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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 | $32,957 | $59,116-44.3% | $86,438-61.9% | $68,486-51.9% |
| Participation rate | 64.0% | 75.2%-11.2pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -13.15% | -0.23%-12.9pp | 4397.19%-4410.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,383 | $2,519-45.1% | $3,769-63.3% | $2,597-46.7% |
| Participant deferral / active EE | $9,525 | $5,902+61.4% | $6,952+37.0% | $4,028+136.5% |
| Admin fee / account holder | $4,746 | $5,639-15.8% | $6,733-29.5% | $5,404-12.2% |