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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 | $15,967 | $27,639-42.2% | $61,501-74.0% | $68,490-76.7% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -18.66% | -13.19%-5.5pp | 339.04%-357.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $722 | $696+3.8% | $1,160-37.7% | $2,597-72.2% |
| Participant deferral / active EE | $1,787 | $1,264+41.4% | $2,125-15.9% | $4,028-55.6% |
| Admin fee / account holder | $1,986 | $2,012-1.3% | $2,132-6.9% | $5,403-63.3% |