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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 | $93,734 | $91,537+2.4% | $130,045-27.9% | $75,173+24.7% |
| Participation rate | 48.0% | 71.5%-23.5pp | 78.5%-30.5pp | 67.2%-19.2pp |
| Annual return | 15.65% | -631.55%+647.2pp | -137.30%+153.0pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,000 | $2,845-64.8% | $4,321-76.9% | $2,671-62.6% |
| Participant deferral / active EE | $2,470 | $4,343-43.1% | $5,820-57.6% | $4,126-40.1% |
| Admin fee / account holder | $6,094 | $6,780-10.1% | $10,600-42.5% | $5,651+7.8% |