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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 | $35,069 | $91,536-61.7% | $130,062-73.0% | $75,177-53.4% |
| Participation rate | 59.0% | 71.5%-12.4pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 14.54% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,242 | $2,845-56.3% | $4,322-71.3% | $2,671-53.5% |
| Participant deferral / active EE | $2,055 | $4,343-52.7% | $5,821-64.7% | $4,126-50.2% |
| Admin fee / account holder | $2,697 | $6,780-60.2% | $10,601-74.6% | $5,651-52.3% |