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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 | $32,019 | $32,117-0.3% | $71,086-55.0% | $64,173-50.1% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -7.64% | -5.57%-2.1pp | 650.59%-658.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $659 | $712-7.5% | $1,088-39.4% | $2,381-72.3% |
| Participant deferral / active EE | $1,620 | $1,263+28.2% | $1,874-13.6% | $3,470-53.3% |
| Admin fee / account holder | $2,714 | $2,759-1.7% | $3,082-12.0% | $4,887-44.5% |