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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 | $37,625 | $27,632+36.2% | $61,452-38.8% | $68,486-45.1% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -18.93% | -13.24%-5.7pp | 338.96%-357.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $326 | $696-53.1% | $1,160-71.9% | $2,597-87.4% |
| Participant deferral / active EE | $1,064 | $1,264-15.8% | $2,125-49.9% | $4,028-73.6% |
| Admin fee / account holder | $599 | $2,010-70.2% | $2,131-71.9% | $5,404-88.9% |