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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 | $35,536 | $27,639+28.6% | $61,501-42.2% | $68,490-48.1% |
| Participation rate | 31.6% | 39.5%-7.9pp | 52.6%-21.0pp | 67.9%-36.3pp |
| Annual return | -15.08% | -13.19%-1.9pp | 339.04%-354.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $318 | $696-54.3% | $1,160-72.6% | $2,597-87.7% |
| Participant deferral / active EE | $649 | $1,264-48.6% | $2,125-69.4% | $4,028-83.9% |
| Admin fee / account holder | $643 | $2,012-68.1% | $2,132-69.8% | $5,403-88.1% |