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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 | $30,531 | $91,537-66.6% | $130,045-76.5% | $75,173-59.4% |
| Participation rate | 25.3% | 71.5%-46.2pp | 78.5%-53.2pp | 67.2%-41.9pp |
| Annual return | 20.24% | -631.55%+651.8pp | -137.30%+157.5pp | 160.72%-140.5pp |
| Employer contribution / active EE | $828 | $2,845-70.9% | $4,321-80.8% | $2,671-69.0% |
| Participant deferral / active EE | $1,945 | $4,343-55.2% | $5,820-66.6% | $4,126-52.9% |
| Admin fee / account holder | $1,847 | $6,780-72.8% | $10,600-82.6% | $5,651-67.3% |