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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 | $36,226 | $27,632+31.1% | $61,399-41.0% | $68,495-47.1% |
| Participation rate | 55.4% | 39.5%+15.9pp | 52.6%+2.8pp | 67.9%-12.5pp |
| Annual return | -15.44% | -13.24%-2.2pp | 338.81%-354.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $518 | $696-25.6% | $1,159-55.3% | $2,596-80.1% |
| Participant deferral / active EE | $1,442 | $1,264+14.1% | $2,124-32.1% | $4,028-64.2% |
| Admin fee / account holder | $3,855 | $2,010+91.8% | $2,131+80.9% | $5,403-28.7% |