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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 | $22,957 | $27,632-16.9% | $61,452-62.6% | $68,486-66.5% |
| Participation rate | 41.7% | 39.5%+2.2pp | 52.6%-10.9pp | 67.9%-26.2pp |
| Annual return | -16.57% | -13.24%-3.3pp | 338.96%-355.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $825 | $696+18.5% | $1,160-28.9% | $2,597-68.2% |
| Participant deferral / active EE | $1,131 | $1,264-10.5% | $2,125-46.8% | $4,028-71.9% |
| Admin fee / account holder | $1,161 | $2,010-42.2% | $2,131-45.5% | $5,404-78.5% |