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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 | $85,220 | $75,962+12.2% | $154,108-44.7% | $64,173+32.8% |
| Participation rate | 37.9% | 70.4%-32.5pp | 83.0%-45.1pp | 69.6%-31.6pp |
| Annual return | -7.57% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $903 | $3,350-73.0% | $5,298-83.0% | $2,381-62.1% |
| Participant deferral / active EE | $2,443 | $3,175-23.1% | $5,081-51.9% | $3,470-29.6% |
| Admin fee / account holder | $354 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |