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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 | $133,390 | $27,639+382.6% | $61,501+116.9% | $68,490+94.8% |
| Participation rate | 40.7% | 39.5%+1.2pp | 52.6%-11.8pp | 67.9%-27.2pp |
| Annual return | -18.93% | -13.19%-5.7pp | 339.04%-358.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $409 | $696-41.2% | $1,160-64.7% | $2,597-84.3% |
| Participant deferral / active EE | $3,567 | $1,264+182.3% | $2,125+67.9% | $4,028-11.4% |
| Admin fee / account holder | $7,144 | $2,012+255.0% | $2,132+235.2% | $5,403+32.2% |