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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 | $24,449 | $27,632-11.5% | $61,399-60.2% | $68,495-64.3% |
| Participation rate | 44.1% | 39.5%+4.6pp | 52.6%-8.5pp | 67.9%-23.8pp |
| Annual return | -14.36% | -13.24%-1.1pp | 338.81%-353.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $942 | $696+35.3% | $1,159-18.8% | $2,596-63.7% |
| Participant deferral / active EE | $1,357 | $1,264+7.4% | $2,124-36.1% | $4,028-66.3% |
| Admin fee / account holder | $302 | $2,010-85.0% | $2,131-85.8% | $5,403-94.4% |