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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 | $63,022 | $91,525-31.1% | $130,026-51.5% | $75,181-16.2% |
| Participation rate | 52.8% | 71.4%-18.6pp | 78.5%-25.7pp | 67.2%-14.4pp |
| Annual return | 17.27% | -631.40%+648.7pp | -137.26%+154.5pp | 160.69%-143.4pp |
| Employer contribution / active EE | $1,464 | $2,844-48.5% | $4,321-66.1% | $2,671-45.2% |
| Participant deferral / active EE | $3,446 | $4,342-20.6% | $5,821-40.8% | $4,126-16.5% |
| Admin fee / account holder | $7,625 | $6,778+12.5% | $10,608-28.1% | $5,650+35.0% |