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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 | $13,535 | $27,639-51.0% | $61,501-78.0% | $68,490-80.2% |
| Participation rate | 65.2% | 39.5%+25.7pp | 52.6%+12.6pp | 67.9%-2.7pp |
| Annual return | -18.92% | -13.19%-5.7pp | 339.04%-358.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $982 | $696+41.0% | $1,160-15.3% | $2,597-62.2% |
| Participant deferral / active EE | $2,387 | $1,264+88.9% | $2,125+12.4% | $4,028-40.7% |
| Admin fee / account holder | $1,230 | $2,012-38.9% | $2,132-42.3% | $5,403-77.2% |