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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 | $69,153 | $84,499-18.2% | $125,391-44.9% | $66,949+3.3% |
| Participation rate | 26.6% | 76.4%-49.8pp | 82.4%-55.7pp | 69.8%-43.2pp |
| Annual return | -17.43% | -8.49%-8.9pp | 572.41%-589.8pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,193 | $3,554-66.4% | $4,816-75.2% | $2,545-53.1% |
| Participant deferral / active EE | $3,271 | $6,785-51.8% | $7,448-56.1% | $4,239-22.8% |
| Admin fee / account holder | $7,837 | $685+1043.9% | $10,009-21.7% | $594+1220.2% |