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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 | $89,350 | $91,536-2.4% | $130,062-31.3% | $75,177+18.9% |
| Participation rate | 42.0% | 71.5%-29.5pp | 78.5%-36.5pp | 67.2%-25.2pp |
| Annual return | 25.33% | -631.62%+657.0pp | -137.37%+162.7pp | 160.75%-135.4pp |
| Employer contribution / active EE | $817 | $2,845-71.3% | $4,322-81.1% | $2,671-69.4% |
| Participant deferral / active EE | $4,269 | $4,343-1.7% | $5,821-26.7% | $4,126+3.4% |
| Admin fee / account holder | $4,509 | $6,780-33.5% | $10,601-57.5% | $5,651-20.2% |