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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 | $48,292 | $27,632+74.8% | $61,452-21.4% | $68,486-29.5% |
| Participation rate | 10.8% | 39.5%-28.7pp | 52.6%-41.8pp | 67.9%-57.1pp |
| Annual return | -18.90% | -13.24%-5.7pp | 338.96%-357.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $134 | $696-80.7% | $1,160-88.4% | $2,597-94.8% |
| Participant deferral / active EE | $2,370 | $1,264+87.5% | $2,125+11.5% | $4,028-41.2% |
| Admin fee / account holder | $309 | $2,010-84.6% | $2,131-85.5% | $5,404-94.3% |