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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 | $28,692 | $91,525-68.7% | $130,026-77.9% | $75,181-61.8% |
| Participation rate | 55.8% | 71.4%-15.6pp | 78.5%-22.7pp | 67.2%-11.4pp |
| Annual return | 17.86% | -631.40%+649.3pp | -137.26%+155.1pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,616 | $2,844-43.2% | $4,321-62.6% | $2,671-39.5% |
| Participant deferral / active EE | $3,807 | $4,342-12.3% | $5,821-34.6% | $4,126-7.7% |
| Admin fee / account holder | $620 | $6,778-90.8% | $10,608-94.2% | $5,650-89.0% |