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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 | $83,956 | $27,632+203.8% | $61,399+36.7% | $68,495+22.6% |
| Participation rate | 14.8% | 39.5%-24.7pp | 52.6%-37.8pp | 67.9%-53.1pp |
| Annual return | -19.08% | -13.24%-5.8pp | 338.81%-357.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $373 | $696-46.4% | $1,159-67.9% | $2,596-85.6% |
| Participant deferral / active EE | $1,803 | $1,264+42.7% | $2,124-15.1% | $4,028-55.2% |
| Admin fee / account holder | $9,831 | $2,010+389.1% | $2,131+361.4% | $5,403+81.9% |