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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 | $32,721 | $27,632+18.4% | $61,399-46.7% | $68,495-52.2% |
| Participation rate | 40.9% | 39.5%+1.4pp | 52.6%-11.7pp | 67.9%-27.0pp |
| Annual return | -18.12% | -13.24%-4.9pp | 338.81%-356.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,111 | $696+59.6% | $1,159-4.2% | $2,596-57.2% |
| Participant deferral / active EE | $2,074 | $1,264+64.2% | $2,124-2.4% | $4,028-48.5% |
| Admin fee / account holder | $1,729 | $2,010-14.0% | $2,131-18.8% | $5,403-68.0% |