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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 | $16,890 | $27,632-38.9% | $61,399-72.5% | $68,495-75.3% |
| Participation rate | 68.4% | 39.5%+28.9pp | 52.6%+15.9pp | 67.9%+0.5pp |
| Annual return | -15.55% | -13.24%-2.3pp | 338.81%-354.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,797 | $696+158.3% | $1,159+55.0% | $2,596-30.8% |
| Participant deferral / active EE | $2,985 | $1,264+136.2% | $2,124+40.5% | $4,028-25.9% |
| Admin fee / account holder | $706 | $2,010-64.9% | $2,131-66.9% | $5,403-86.9% |