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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 | $77,337 | $78,694-1.7% | $67,652+14.3% | $125,389-38.3% |
| Participation rate | 39.1% | 78.8%-39.7pp | 75.7%-36.5pp | 83.2%-44.1pp |
| Annual return | -2.63% | 9.46%-12.1pp | 6625.40%-6628.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,087 | $3,044-31.4% | $2,266-7.9% | $4,866-57.1% |
| Participant deferral / active EE | $4,695 | $4,292+9.4% | $3,560+31.9% | $5,352-12.3% |
| Admin fee / account holder | $993 | $7,403-86.6% | $4,821-79.4% | $9,541-89.6% |