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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 | $51,527 | $27,632+86.5% | $61,452-16.2% | $68,486-24.8% |
| Participation rate | 31.0% | 39.5%-8.5pp | 52.6%-21.5pp | 67.9%-36.9pp |
| Annual return | -16.90% | -13.24%-3.7pp | 338.96%-355.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $462 | $696-33.6% | $1,160-60.1% | $2,597-82.2% |
| Participant deferral / active EE | $2,313 | $1,264+83.1% | $2,125+8.9% | $4,028-42.6% |
| Admin fee / account holder | $1,048 | $2,010-47.9% | $2,131-50.8% | $5,404-80.6% |