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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 | $110,875 | $131,835-15.9% | $108,582+2.1% | $273,972-59.5% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 4.72% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,834 | $4,913-62.7% | $3,758-51.2% | $4,869-62.3% |
| Participant deferral / active EE | $2,649 | $5,127-48.3% | $4,311-38.5% | $5,287-49.9% |
| Admin fee / account holder | $511 | $10,253-95.0% | $7,645-93.3% | $10,133-95.0% |