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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 | $32,163 | $27,639+16.4% | $61,501-47.7% | $68,490-53.0% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -16.40% | -13.19%-3.2pp | 339.04%-355.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $698 | $696+0.3% | $1,160-39.8% | $2,597-73.1% |
| Participant deferral / active EE | $1,983 | $1,264+56.9% | $2,125-6.7% | $4,028-50.8% |
| Admin fee / account holder | $1,391 | $2,012-30.9% | $2,132-34.8% | $5,403-74.3% |