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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 | $24,439 | $32,117-23.9% | $71,089-65.6% | $64,173-61.9% |
| Participation rate | 52.6% | 42.7%+9.9pp | 54.6%-2.0pp | 69.6%-16.9pp |
| Annual return | -6.49% | -5.57%-0.9pp | 650.65%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $659 | $712-7.4% | $1,088-39.4% | $2,381-72.3% |
| Participant deferral / active EE | $1,796 | $1,263+42.2% | $1,873-4.1% | $3,470-48.2% |
| Admin fee / account holder | $309 | $2,759-88.8% | $3,082-90.0% | $4,887-93.7% |