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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 | $81,481 | $154,193-47.2% | $130,045-37.3% | $139,466-41.6% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 10.02% | 32.51%-22.5pp | -137.30%+147.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,030 | $5,292-61.6% | $4,321-53.0% | $4,754-57.3% |
| Participant deferral / active EE | $4,712 | $6,709-29.8% | $5,820-19.0% | $6,712-29.8% |
| Admin fee / account holder | $19,542 | $13,989+39.7% | $10,600+84.4% | $11,409+71.3% |