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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 | $151,596 | $27,632+448.6% | $61,399+146.9% | $68,495+121.3% |
| Participation rate | 34.5% | 39.5%-5.0pp | 52.6%-18.0pp | 67.9%-33.3pp |
| Annual return | -19.24% | -13.24%-6.0pp | 338.81%-358.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $991 | $696+42.4% | $1,159-14.6% | $2,596-61.8% |
| Participant deferral / active EE | $3,392 | $1,264+168.4% | $2,124+59.7% | $4,028-15.8% |
| Admin fee / account holder | $2,033 | $2,010+1.1% | $2,131-4.6% | $5,403-62.4% |