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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 | $86,858 | $55,449+56.6% | $83,850+3.6% | $56,287+54.3% |
| Participation rate | 20.9% | 68.0%-47.1pp | 76.1%-55.2pp | 69.9%-48.9pp |
| Annual return | -7.39% | -1.38%-6.0pp | 850.92%-858.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $709 | $2,430-70.8% | $3,631-80.5% | $2,111-66.4% |
| Participant deferral / active EE | $1,993 | $2,935-32.1% | $4,082-51.2% | $3,350-40.5% |
| Admin fee / account holder | $1,321 | $656+101.3% | $5,478-75.9% | $521+153.5% |