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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 | $17,066 | $30,732-44.5% | $59,496-71.3% | $59,633-71.4% |
| Participation rate | 69.2% | 43.2%+26.0pp | 54.6%+14.7pp | 68.7%+0.6pp |
| Annual return | -1.69% | 4.47%-6.2pp | 182.05%-183.7pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $943 | $631+49.5% | $1,153-18.2% | $2,203-57.2% |
| Participant deferral / active EE | $1,496 | $1,183+26.5% | $1,829-18.2% | $3,192-53.1% |
| Admin fee / account holder | $487 | $2,136-77.2% | $2,232-78.2% | $4,297-88.7% |