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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 | $26,332 | $54,370-51.6% | $82,763-68.2% | $68,490-61.6% |
| Participation rate | 69.0% | 63.9%+5.1pp | 72.6%-3.5pp | 67.9%+1.2pp |
| Annual return | -15.43% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $776 | $2,219-65.1% | $3,008-74.2% | $2,597-70.1% |
| Participant deferral / active EE | $3,200 | $3,247-1.4% | $4,395-27.2% | $4,028-20.5% |
| Admin fee / account holder | $2,685 | $4,398-38.9% | $5,325-49.6% | $5,403-50.3% |