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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 | $25,908 | $27,632-6.2% | $61,452-57.8% | $68,486-62.2% |
| Participation rate | 44.2% | 39.5%+4.7pp | 52.6%-8.4pp | 67.9%-23.7pp |
| Annual return | -9.19% | -13.24%+4.0pp | 338.96%-348.1pp | -7.85%-1.3pp |
| Employer contribution / active EE | $1,590 | $696+128.5% | $1,160+37.1% | $2,597-38.8% |
| Participant deferral / active EE | $2,230 | $1,264+76.5% | $2,125+5.0% | $4,028-44.6% |
| Admin fee / account holder | $589 | $2,010-70.7% | $2,131-72.4% | $5,404-89.1% |