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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 | $30,529 | $27,632+10.5% | $61,452-50.3% | $68,486-55.4% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -20.72% | -13.24%-7.5pp | 338.96%-359.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $512 | $696-26.4% | $1,160-55.9% | $2,597-80.3% |
| Participant deferral / active EE | $2,250 | $1,264+78.0% | $2,125+5.9% | $4,028-44.1% |
| Admin fee / account holder | $1,800 | $2,010-10.5% | $2,131-15.5% | $5,404-66.7% |