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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 | $47,101 | $27,632+70.5% | $61,452-23.4% | $68,486-31.2% |
| Participation rate | 23.9% | 39.5%-15.6pp | 52.6%-28.7pp | 67.9%-44.0pp |
| Annual return | -17.68% | -13.24%-4.4pp | 338.96%-356.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $500 | $696-28.1% | $1,160-56.9% | $2,597-80.7% |
| Participant deferral / active EE | $1,942 | $1,264+53.7% | $2,125-8.6% | $4,028-51.8% |
| Admin fee / account holder | $1,629 | $2,010-19.0% | $2,131-23.6% | $5,404-69.9% |