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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 | $49,739 | $32,117+54.9% | $71,086-30.0% | $64,173-22.5% |
| Participation rate | 42.9% | 42.7%+0.2pp | 54.7%-11.8pp | 69.6%-26.7pp |
| Annual return | -7.03% | -5.57%-1.5pp | 650.59%-657.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $652 | $712-8.4% | $1,088-40.1% | $2,381-72.6% |
| Participant deferral / active EE | $1,291 | $1,263+2.2% | $1,874-31.1% | $3,470-62.8% |
| Admin fee / account holder | $1,684 | $2,759-39.0% | $3,082-45.4% | $4,887-65.5% |