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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 | $34,526 | $27,632+25.0% | $61,452-43.8% | $68,486-49.6% |
| Participation rate | 63.6% | 39.5%+24.1pp | 52.6%+11.1pp | 67.9%-4.3pp |
| Annual return | -19.55% | -13.24%-6.3pp | 338.96%-358.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,534 | $696+120.4% | $1,160+32.3% | $2,597-40.9% |
| Participant deferral / active EE | $2,419 | $1,264+91.5% | $2,125+13.9% | $4,028-39.9% |
| Admin fee / account holder | $6,248 | $2,010+210.8% | $2,131+193.2% | $5,404+15.6% |