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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 | $43,665 | $91,536-52.3% | $130,062-66.4% | $75,177-41.9% |
| Participation rate | 52.1% | 71.5%-19.4pp | 78.5%-26.4pp | 67.2%-15.1pp |
| Annual return | 16.64% | -631.62%+648.3pp | -137.37%+154.0pp | 160.75%-144.1pp |
| Employer contribution / active EE | $1,588 | $2,845-44.2% | $4,322-63.2% | $2,671-40.5% |
| Participant deferral / active EE | $2,585 | $4,343-40.5% | $5,821-55.6% | $4,126-37.4% |
| Admin fee / account holder | $5,127 | $6,780-24.4% | $10,601-51.6% | $5,651-9.3% |