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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 | $79,269 | $91,537-13.4% | $130,045-39.0% | $75,173+5.4% |
| Participation rate | 37.0% | 71.5%-34.4pp | 78.5%-41.5pp | 67.2%-30.2pp |
| Annual return | 17.16% | -631.55%+648.7pp | -137.30%+154.5pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,270 | $2,845-55.4% | $4,321-70.6% | $2,671-52.5% |
| Participant deferral / active EE | $2,277 | $4,343-47.6% | $5,820-60.9% | $4,126-44.8% |
| Admin fee / account holder | $12,701 | $6,780+87.3% | $10,600+19.8% | $5,651+124.8% |