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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 | $25,223 | $27,632-8.7% | $61,399-58.9% | $68,495-63.2% |
| Participation rate | 37.1% | 39.5%-2.4pp | 52.6%-15.4pp | 67.9%-30.7pp |
| Annual return | -19.16% | -13.24%-5.9pp | 338.81%-358.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,207 | $696+73.5% | $1,159+4.1% | $2,596-53.5% |
| Participant deferral / active EE | $2,277 | $1,264+80.2% | $2,124+7.2% | $4,028-43.5% |
| Admin fee / account holder | $641 | $2,010-68.1% | $2,131-69.9% | $5,403-88.1% |