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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 | $86,952 | $49,177+76.8% | $79,466+9.4% | $64,173+35.5% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -4.02% | -1.16%-2.9pp | 718.28%-722.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $454 | $2,076-78.1% | $2,800-83.8% | $2,381-80.9% |
| Participant deferral / active EE | $1,280 | $2,821-54.6% | $3,704-65.4% | $3,470-63.1% |
| Admin fee / account holder | $11,288 | $3,839+194.1% | $5,104+121.2% | $4,887+131.0% |