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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 | $58,684 | $131,835-55.5% | $108,582-46.0% | $273,972-78.6% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.6%-33.7pp | 83.0%-37.2pp |
| Annual return | 7.89% | -91.57%+99.5pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,766 | $4,913-64.0% | $3,758-53.0% | $4,869-63.7% |
| Participant deferral / active EE | $4,585 | $5,127-10.6% | $4,311+6.4% | $5,287-13.3% |
| Admin fee / account holder | $570 | $10,253-94.4% | $7,645-92.5% | $10,133-94.4% |