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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 | $82,607 | $131,835-37.3% | $108,582-23.9% | $273,970-69.8% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 8.99% | -91.57%+100.6pp | -51.70%+60.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,733 | $4,913-64.7% | $3,758-53.9% | $4,869-64.4% |
| Participant deferral / active EE | $3,024 | $5,127-41.0% | $4,311-29.9% | $5,287-42.8% |
| Admin fee / account holder | $9,244 | $10,253-9.8% | $7,645+20.9% | $10,132-8.8% |