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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 | $91,525-29.0% | $130,026-50.0% | $75,181-13.6% |
| Participation rate | 46.6% | 71.4%-24.9pp | 78.5%-31.9pp | 67.2%-20.6pp |
| Annual return | 17.69% | -631.40%+649.1pp | -137.26%+155.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $1,282 | $2,844-54.9% | $4,321-70.3% | $2,671-52.0% |
| Participant deferral / active EE | $2,575 | $4,342-40.7% | $5,821-55.8% | $4,126-37.6% |
| Admin fee / account holder | $12,056 | $6,778+77.9% | $10,608+13.6% | $5,650+113.4% |