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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 | $120,914 | $75,962+59.2% | $154,111-21.5% | $64,173+88.4% |
| Participation rate | 61.5% | 70.4%-8.9pp | 83.0%-21.5pp | 69.6%-8.0pp |
| Annual return | -7.76% | 30.32%-38.1pp | 735.18%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,043 | $3,350-68.9% | $5,298-80.3% | $2,381-56.2% |
| Participant deferral / active EE | $6,602 | $3,175+107.9% | $5,081+29.9% | $3,470+90.3% |
| Admin fee / account holder | $427 | $5,589-92.4% | $13,411-96.8% | $4,887-91.3% |