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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 | $70,220 | $32,117+118.6% | $71,089-1.2% | $64,173+9.4% |
| Participation rate | 12.8% | 42.7%-29.9pp | 54.6%-41.9pp | 69.6%-56.8pp |
| Annual return | -8.63% | -5.57%-3.1pp | 650.65%-659.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $247 | $712-65.4% | $1,088-77.3% | $2,381-89.6% |
| Participant deferral / active EE | $1,589 | $1,263+25.8% | $1,873-15.1% | $3,470-54.2% |
| Admin fee / account holder | $374 | $2,759-86.4% | $3,082-87.9% | $4,887-92.3% |