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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 | $176,780 | $82,678+113.8% | $125,391+41.0% | $68,490+158.1% |
| Participation rate | 60.7% | 75.1%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | 4.17% | -5.97%+10.1pp | 572.41%-568.2pp | -7.85%+12.0pp |
| Employer contribution / active EE | $1,428 | $3,382-57.8% | $4,816-70.3% | $2,597-45.0% |
| Participant deferral / active EE | $4,371 | $6,111-28.5% | $7,448-41.3% | $4,028+8.5% |
| Admin fee / account holder | $42,899 | $6,277+583.4% | $10,009+328.6% | $5,403+694.0% |