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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 | $168,370 | $54,355+209.8% | $82,744+103.5% | $68,486+145.8% |
| Participation rate | 40.0% | 63.9%-23.9pp | 72.6%-32.6pp | 67.9%-27.9pp |
| Annual return | -12.84% | -13.67%+0.8pp | 702.22%-715.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,369 | $2,219-38.3% | $3,008-54.5% | $2,597-47.3% |
| Participant deferral / active EE | $2,373 | $3,246-26.9% | $4,395-46.0% | $4,028-41.1% |
| Admin fee / account holder | $1,509 | $4,397-65.7% | $5,325-71.7% | $5,404-72.1% |