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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 | $108,790 | $131,835-17.5% | $108,582+0.2% | $273,972-60.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 7.74% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,436 | $4,913-70.8% | $3,758-61.8% | $4,869-70.5% |
| Participant deferral / active EE | $3,846 | $5,127-25.0% | $4,311-10.8% | $5,287-27.3% |
| Admin fee / account holder | $14,692 | $10,253+43.3% | $7,645+92.2% | $10,133+45.0% |