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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 | $28,747 | $27,632+4.0% | $61,399-53.2% | $68,495-58.0% |
| Participation rate | 46.2% | 39.5%+6.6pp | 52.6%-6.4pp | 67.9%-21.7pp |
| Annual return | -16.97% | -13.24%-3.7pp | 338.81%-355.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,784 | $696+156.4% | $1,159+53.9% | $2,596-31.3% |
| Participant deferral / active EE | $2,757 | $1,264+118.2% | $2,124+29.8% | $4,028-31.5% |
| Admin fee / account holder | $816 | $2,010-59.4% | $2,131-61.7% | $5,403-84.9% |