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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 | $19,266 | $28,109-31.5% | $71,086-72.9% | $56,287-65.8% |
| Participation rate | 45.2% | 40.4%+4.8pp | 54.7%-9.5pp | 69.9%-24.7pp |
| Annual return | -7.29% | -615.05%+607.8pp | 650.59%-657.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $792 | $558+42.0% | $1,088-27.2% | $2,111-62.5% |
| Participant deferral / active EE | $1,199 | $1,116+7.4% | $1,874-36.1% | $3,350-64.2% |
| Admin fee / account holder | $691 | $585+18.2% | $3,082-77.6% | $521+32.6% |