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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 | $78,475 | $154,193-49.1% | $130,045-39.7% | $139,466-43.7% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.5%-32.3pp | 80.3%-34.2pp |
| Annual return | 12.22% | 32.51%-20.3pp | -137.30%+149.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,166 | $5,292-78.0% | $4,321-73.0% | $4,754-75.5% |
| Participant deferral / active EE | $3,958 | $6,709-41.0% | $5,820-32.0% | $6,712-41.0% |
| Admin fee / account holder | $20,383 | $13,989+45.7% | $10,600+92.3% | $11,409+78.7% |