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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 | $82,207 | $75,962+8.2% | $154,108-46.7% | $64,173+28.1% |
| Participation rate | 37.6% | 70.4%-32.8pp | 83.0%-45.4pp | 69.6%-31.9pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,079 | $3,350-67.8% | $5,298-79.6% | $2,381-54.7% |
| Participant deferral / active EE | $1,917 | $3,175-39.6% | $5,081-62.3% | $3,470-44.7% |
| Admin fee / account holder | $2,413 | $5,589-56.8% | $13,411-82.0% | $4,887-50.6% |