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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 | $104,584 | $87,016+20.2% | $63,244+65.4% | $125,389-16.6% |
| Participation rate | 46.2% | 77.1%-30.9pp | 71.0%-24.9pp | 83.2%-37.0pp |
| Annual return | -1.97% | 21.71%-23.7pp | -70.31%+68.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $384 | $3,601-89.3% | $2,322-83.4% | $4,866-92.1% |
| Participant deferral / active EE | $3,109 | $3,939-21.1% | $2,953+5.3% | $5,352-41.9% |
| Admin fee / account holder | $31,886 | $11,954+166.7% | $5,893+441.1% | $9,541+234.2% |