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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 | $157,456 | $69,012+128.2% | $160,009-1.6% | $68,486+129.9% |
| Participation rate | 20.0% | 65.4%-45.4pp | 78.0%-58.0pp | 67.9%-47.9pp |
| Annual return | -16.86% | -9.65%-7.2pp | 408.85%-425.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $596 | $2,212-73.1% | $4,225-85.9% | $2,597-77.1% |
| Participant deferral / active EE | $1,896 | $4,212-55.0% | $6,183-69.3% | $4,028-52.9% |
| Admin fee / account holder | $1,668 | $4,798-65.2% | $8,715-80.9% | $5,404-69.1% |