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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 | $97,959 | $27,632+254.5% | $61,452+59.4% | $68,486+43.0% |
| Participation rate | 30.0% | 39.5%-9.5pp | 52.6%-22.6pp | 67.9%-37.9pp |
| Annual return | -16.09% | -13.24%-2.9pp | 338.96%-355.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $591 | $696-15.1% | $1,160-49.1% | $2,597-77.2% |
| Participant deferral / active EE | $1,579 | $1,264+25.0% | $2,125-25.7% | $4,028-60.8% |
| Admin fee / account holder | $3,333 | $2,010+65.8% | $2,131+56.4% | $5,404-38.3% |