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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 | $37,500 | $32,117+16.8% | $71,086-47.2% | $64,173-41.6% |
| Participation rate | 58.3% | 42.7%+15.6pp | 54.7%+3.7pp | 69.6%-11.2pp |
| Annual return | -7.04% | -5.57%-1.5pp | 650.59%-657.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $115 | $712-83.9% | $1,088-89.4% | $2,381-95.2% |
| Participant deferral / active EE | $1,026 | $1,263-18.7% | $1,874-45.2% | $3,470-70.4% |
| Admin fee / account holder | $767 | $2,759-72.2% | $3,082-75.1% | $4,887-84.3% |