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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 | $50,139 | $91,537-45.2% | $130,045-61.4% | $75,173-33.3% |
| Participation rate | 38.9% | 71.5%-32.6pp | 78.5%-39.6pp | 67.2%-28.3pp |
| Annual return | 17.76% | -631.55%+649.3pp | -137.30%+155.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,420 | $2,845-50.1% | $4,321-67.1% | $2,671-46.8% |
| Participant deferral / active EE | $2,273 | $4,343-47.7% | $5,820-61.0% | $4,126-44.9% |
| Admin fee / account holder | $2,876 | $6,780-57.6% | $10,600-72.9% | $5,651-49.1% |