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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 | $70,408 | $27,632+154.8% | $61,452+14.6% | $68,486+2.8% |
| Participation rate | 36.1% | 39.5%-3.4pp | 52.6%-16.5pp | 67.9%-31.8pp |
| Annual return | -17.77% | -13.24%-4.5pp | 338.96%-356.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $246 | $696-64.6% | $1,160-78.8% | $2,597-90.5% |
| Participant deferral / active EE | $2,462 | $1,264+94.9% | $2,125+15.9% | $4,028-38.9% |
| Admin fee / account holder | $660 | $2,010-67.2% | $2,131-69.0% | $5,404-87.8% |