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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 | $29,240 | $91,525-68.1% | $130,026-77.5% | $75,181-61.1% |
| Participation rate | 59.3% | 71.4%-12.2pp | 78.5%-19.2pp | 67.2%-7.9pp |
| Annual return | 13.22% | -631.40%+644.6pp | -137.26%+150.5pp | 160.69%-147.5pp |
| Employer contribution / active EE | $1,333 | $2,844-53.1% | $4,321-69.1% | $2,671-50.1% |
| Participant deferral / active EE | $2,416 | $4,342-44.4% | $5,821-58.5% | $4,126-41.4% |
| Admin fee / account holder | $2,456 | $6,778-63.8% | $10,608-76.8% | $5,650-56.5% |