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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 | $27,632+382.7% | $61,399+117.3% | $68,495+94.7% |
| Participation rate | 40.7% | 39.5%+1.2pp | 52.6%-11.8pp | 67.9%-27.2pp |
| Annual return | -18.93% | -13.24%-5.7pp | 338.81%-357.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $409 | $696-41.2% | $1,159-64.7% | $2,596-84.2% |
| Participant deferral / active EE | $3,567 | $1,264+182.3% | $2,124+67.9% | $4,028-11.4% |
| Admin fee / account holder | $7,144 | $2,010+255.4% | $2,131+235.3% | $5,403+32.2% |