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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 | $38,349 | $27,639+38.8% | $61,501-37.6% | $68,490-44.0% |
| Participation rate | 44.4% | 39.5%+4.9pp | 52.6%-8.1pp | 67.9%-23.5pp |
| Annual return | -16.51% | -13.19%-3.3pp | 339.04%-355.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $192 | $696-72.5% | $1,160-83.5% | $2,597-92.6% |
| Participant deferral / active EE | $1,477 | $1,264+16.9% | $2,125-30.5% | $4,028-63.3% |
| Admin fee / account holder | $912 | $2,012-54.7% | $2,132-57.2% | $5,403-83.1% |