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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 | $64,988 | $91,537-29.0% | $130,045-50.0% | $75,173-13.5% |
| Participation rate | 46.6% | 71.5%-24.9pp | 78.5%-31.9pp | 67.2%-20.7pp |
| Annual return | 17.69% | -631.55%+649.2pp | -137.30%+155.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,282 | $2,845-54.9% | $4,321-70.3% | $2,671-52.0% |
| Participant deferral / active EE | $2,575 | $4,343-40.7% | $5,820-55.8% | $4,126-37.6% |
| Admin fee / account holder | $12,056 | $6,780+77.8% | $10,600+13.7% | $5,651+113.4% |