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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 | $26,736 | $32,117-16.8% | $71,089-62.4% | $64,173-58.3% |
| Participation rate | 47.8% | 42.7%+5.1pp | 54.6%-6.8pp | 69.6%-21.7pp |
| Annual return | -8.84% | -5.57%-3.3pp | 650.65%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $675 | $712-5.2% | $1,088-37.9% | $2,381-71.6% |
| Participant deferral / active EE | $1,880 | $1,263+48.8% | $1,873+0.4% | $3,470-45.8% |
| Admin fee / account holder | $688 | $2,759-75.1% | $3,082-77.7% | $4,887-85.9% |