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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 | $89,421 | $32,117+178.4% | $71,086+25.8% | $64,181+39.3% |
| Participation rate | 10.0% | 42.7%-32.7pp | 54.7%-44.7pp | 69.6%-59.6pp |
| Annual return | -6.58% | -5.57%-1.0pp | 650.59%-657.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $349 | $712-51.0% | $1,088-67.9% | $2,381-85.3% |
| Participant deferral / active EE | $1,087 | $1,263-13.9% | $1,874-42.0% | $3,470-68.7% |
| Admin fee / account holder | $1,643 | $2,759-40.4% | $3,082-46.7% | $4,887-66.4% |