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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 | $94,326 | $91,536+3.0% | $130,062-27.5% | $75,177+25.5% |
| Participation rate | 57.5% | 71.5%-14.0pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 15.09% | -631.62%+646.7pp | -137.37%+152.5pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,462 | $2,845-48.6% | $4,322-66.2% | $2,671-45.3% |
| Participant deferral / active EE | $3,770 | $4,343-13.2% | $5,821-35.2% | $4,126-8.6% |
| Admin fee / account holder | $2,008 | $6,780-70.4% | $10,601-81.1% | $5,651-64.5% |