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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 | $72,194 | $27,632+161.3% | $61,452+17.5% | $68,486+5.4% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -19.08% | -13.24%-5.8pp | 338.96%-358.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $323 | $696-53.6% | $1,160-72.1% | $2,597-87.6% |
| Participant deferral / active EE | $716 | $1,264-43.4% | $2,125-66.3% | $4,028-82.2% |
| Admin fee / account holder | $8,523 | $2,010+324.0% | $2,131+299.9% | $5,404+57.7% |