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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 | $53,671 | $91,536-41.4% | $130,062-58.7% | $75,177-28.6% |
| Participation rate | 32.3% | 71.5%-39.2pp | 78.5%-46.2pp | 67.2%-34.9pp |
| Annual return | 19.35% | -631.62%+651.0pp | -137.37%+156.7pp | 160.75%-141.4pp |
| Employer contribution / active EE | $988 | $2,845-65.3% | $4,322-77.2% | $2,671-63.0% |
| Participant deferral / active EE | $2,274 | $4,343-47.7% | $5,821-60.9% | $4,126-44.9% |
| Admin fee / account holder | $1,846 | $6,780-72.8% | $10,601-82.6% | $5,651-67.3% |