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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 | $30,881 | $27,639+11.7% | $61,501-49.8% | $68,490-54.9% |
| Participation rate | 28.3% | 39.5%-11.2pp | 52.6%-24.3pp | 67.9%-39.6pp |
| Annual return | -17.27% | -13.19%-4.1pp | 339.04%-356.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $283 | $696-59.3% | $1,160-75.6% | $2,597-89.1% |
| Participant deferral / active EE | $558 | $1,264-55.8% | $2,125-73.7% | $4,028-86.1% |
| Admin fee / account holder | $925 | $2,012-54.1% | $2,132-56.6% | $5,403-82.9% |