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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 | $95,742 | $91,525+4.6% | $130,026-26.4% | $75,181+27.3% |
| Participation rate | 34.4% | 71.4%-37.0pp | 78.5%-44.1pp | 67.2%-32.8pp |
| Annual return | 24.36% | -631.40%+655.8pp | -137.26%+161.6pp | 160.69%-136.3pp |
| Employer contribution / active EE | $2,149 | $2,844-24.4% | $4,321-50.3% | $2,671-19.5% |
| Participant deferral / active EE | $3,879 | $4,342-10.7% | $5,821-33.4% | $4,126-6.0% |
| Admin fee / account holder | $2,365 | $6,778-65.1% | $10,608-77.7% | $5,650-58.1% |