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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 | $42,276 | $48,274-12.4% | $63,244-33.2% | $59,633-29.1% |
| Participation rate | 53.7% | 66.3%-12.6pp | 71.0%-17.3pp | 68.7%-15.0pp |
| Annual return | -0.44% | -240.79%+240.3pp | -70.31%+69.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,338 | $1,586-15.6% | $2,322-42.4% | $2,203-39.2% |
| Participant deferral / active EE | $2,303 | $2,343-1.7% | $2,953-22.0% | $3,192-27.9% |
| Admin fee / account holder | $1,772 | $3,600-50.8% | $5,893-69.9% | $4,297-58.8% |