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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 | $84,706 | $91,525-7.5% | $130,026-34.9% | $75,181+12.7% |
| Participation rate | 43.9% | 71.4%-27.5pp | 78.5%-34.6pp | 67.2%-23.3pp |
| Annual return | 17.34% | -631.40%+648.7pp | -137.26%+154.6pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,193 | $2,844-58.1% | $4,321-72.4% | $2,671-55.3% |
| Participant deferral / active EE | $2,436 | $4,342-43.9% | $5,821-58.1% | $4,126-41.0% |
| Admin fee / account holder | $13,105 | $6,778+93.3% | $10,608+23.5% | $5,650+131.9% |