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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 | $66,718 | $27,632+141.5% | $61,399+8.7% | $68,495-2.6% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -10.09% | -13.24%+3.1pp | 338.81%-348.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $306 | $696-56.1% | $1,159-73.6% | $2,596-88.2% |
| Participant deferral / active EE | $1,939 | $1,264+53.5% | $2,124-8.7% | $4,028-51.8% |
| Admin fee / account holder | $8,012 | $2,010+298.5% | $2,131+276.0% | $5,403+48.3% |