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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 | $29,841 | $27,632+8.0% | $61,452-51.4% | $68,486-56.4% |
| Participation rate | 32.4% | 39.5%-7.2pp | 52.6%-20.2pp | 67.9%-35.5pp |
| Annual return | -17.03% | -13.24%-3.8pp | 338.96%-356.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $707 | $696+1.6% | $1,160-39.0% | $2,597-72.8% |
| Participant deferral / active EE | $2,050 | $1,264+62.2% | $2,125-3.5% | $4,028-49.1% |
| Admin fee / account holder | $363 | $2,010-81.9% | $2,131-83.0% | $5,404-93.3% |