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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 | $24,375 | $27,626-11.8% | $61,389-60.3% | $68,498-64.4% |
| Participation rate | 35.9% | 39.5%-3.6pp | 52.6%-16.7pp | 67.9%-32.0pp |
| Annual return | -16.98% | -13.24%-3.7pp | 338.73%-355.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $655 | $696-5.9% | $1,160-43.6% | $2,596-74.8% |
| Participant deferral / active EE | $2,455 | $1,263+94.3% | $2,125+15.5% | $4,027-39.0% |
| Admin fee / account holder | $2,602 | $2,010+29.5% | $2,130+22.1% | $5,403-51.8% |