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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 | $70,328 | $73,102-3.8% | $123,552-43.1% | $56,287+24.9% |
| Participation rate | 38.5% | 74.3%-35.9pp | 82.3%-43.8pp | 69.9%-31.4pp |
| Annual return | -5.67% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,846 | $2,977-38.0% | $4,628-60.1% | $2,111-12.5% |
| Participant deferral / active EE | $3,476 | $5,423-35.9% | $6,426-45.9% | $3,350+3.8% |
| Admin fee / account holder | $15,749 | $554+2744.3% | $9,285+69.6% | $521+2923.2% |