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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 | $168,492 | $44,850+275.7% | $60,547+178.3% | $59,633+182.5% |
| Participation rate | 28.0% | 59.5%-31.5pp | 68.0%-40.0pp | 68.7%-40.7pp |
| Annual return | -2.10% | 1074.14%-1076.2pp | 335.64%-337.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $630 | $1,462-56.9% | $2,419-73.9% | $2,203-71.4% |
| Participant deferral / active EE | $3,234 | $2,230+45.0% | $3,328-2.8% | $3,192+1.3% |
| Admin fee / account holder | $15,905 | $3,635+337.5% | $4,536+250.6% | $4,297+270.1% |