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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 | $25,379 | $27,632-8.2% | $61,452-58.7% | $68,486-62.9% |
| Participation rate | 40.7% | 39.5%+1.2pp | 52.6%-11.8pp | 67.9%-27.2pp |
| Annual return | -16.34% | -13.24%-3.1pp | 338.96%-355.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $848 | $696+21.8% | $1,160-26.9% | $2,597-67.4% |
| Participant deferral / active EE | $1,596 | $1,264+26.3% | $2,125-24.9% | $4,028-60.4% |
| Admin fee / account holder | $2,592 | $2,010+28.9% | $2,131+21.6% | $5,404-52.0% |