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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 | $85,210 | $91,525-6.9% | $130,026-34.5% | $75,181+13.3% |
| Participation rate | 29.8% | 71.4%-41.7pp | 78.5%-48.7pp | 67.2%-37.4pp |
| Annual return | 15.79% | -631.40%+647.2pp | -137.26%+153.0pp | 160.69%-144.9pp |
| Employer contribution / active EE | $1,159 | $2,844-59.2% | $4,321-73.2% | $2,671-56.6% |
| Participant deferral / active EE | $2,253 | $4,342-48.1% | $5,821-61.3% | $4,126-45.4% |
| Admin fee / account holder | $2,050 | $6,778-69.8% | $10,608-80.7% | $5,650-63.7% |