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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 | $19,539 | $27,632-29.3% | $61,452-68.2% | $68,486-71.5% |
| Participation rate | 53.8% | 39.5%+14.3pp | 52.6%+1.3pp | 67.9%-14.0pp |
| Annual return | -19.63% | -13.24%-6.4pp | 338.96%-358.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $986 | $696+41.8% | $1,160-14.9% | $2,597-62.0% |
| Participant deferral / active EE | $1,970 | $1,264+55.9% | $2,125-7.3% | $4,028-51.1% |
| Admin fee / account holder | $423 | $2,010-79.0% | $2,131-80.2% | $5,404-92.2% |