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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 | $32,639 | $32,117+1.6% | $71,086-54.1% | $64,181-49.1% |
| Participation rate | 29.6% | 42.7%-13.1pp | 54.7%-25.0pp | 69.6%-39.9pp |
| Annual return | -8.57% | -5.57%-3.0pp | 650.59%-659.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $823 | $712+15.6% | $1,088-24.3% | $2,381-65.4% |
| Participant deferral / active EE | $1,436 | $1,263+13.7% | $1,874-23.4% | $3,470-58.6% |
| Admin fee / account holder | $324 | $2,759-88.2% | $3,082-89.5% | $4,887-93.4% |