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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 | $87,105 | $82,674+5.4% | $125,381-30.5% | $68,486+27.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,040 | $3,382-69.2% | $4,815-78.4% | $2,597-59.9% |
| Participant deferral / active EE | $3,363 | $6,111-45.0% | $7,448-54.9% | $4,028-16.5% |
| Admin fee / account holder | $17,123 | $6,277+172.8% | $10,007+71.1% | $5,404+216.9% |