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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 | $99,840 | $91,537+9.1% | $130,045-23.2% | $75,173+32.8% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 14.75% | -631.55%+646.3pp | -137.30%+152.1pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,493 | $2,845-47.5% | $4,321-65.5% | $2,671-44.1% |
| Participant deferral / active EE | $2,994 | $4,343-31.1% | $5,820-48.6% | $4,126-27.4% |
| Admin fee / account holder | $19,260 | $6,780+184.1% | $10,600+81.7% | $5,651+240.8% |