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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 | $38,551 | $27,632+39.5% | $61,452-37.3% | $68,486-43.7% |
| Participation rate | 30.2% | 39.5%-9.3pp | 52.6%-22.3pp | 67.9%-37.7pp |
| Annual return | -11.75% | -13.24%+1.5pp | 338.96%-350.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $718 | $696+3.3% | $1,160-38.0% | $2,597-72.3% |
| Participant deferral / active EE | $968 | $1,264-23.4% | $2,125-54.4% | $4,028-76.0% |
| Admin fee / account holder | $2,408 | $2,010+19.8% | $2,131+13.0% | $5,404-55.4% |