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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 | $72,552 | $66,302+9.4% | $110,243-34.2% | $56,289+28.9% |
| Participation rate | 32.8% | 74.9%-42.1pp | 79.8%-47.0pp | 69.9%-37.0pp |
| Annual return | -6.63% | -1.18%-5.4pp | 314.76%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $586 | $2,047-71.4% | $3,827-84.7% | $2,111-72.2% |
| Participant deferral / active EE | $1,898 | $3,381-43.9% | $4,672-59.4% | $3,350-43.3% |
| Admin fee / account holder | $7,170 | $698+926.5% | $8,548-16.1% | $521+1276.3% |