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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 | $91,525-45.2% | $130,026-61.4% | $75,181-33.3% |
| Participation rate | 38.9% | 71.4%-32.6pp | 78.5%-39.6pp | 67.2%-28.3pp |
| Annual return | 17.76% | -631.40%+649.2pp | -137.26%+155.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $1,420 | $2,844-50.1% | $4,321-67.1% | $2,671-46.8% |
| Participant deferral / active EE | $2,273 | $4,342-47.7% | $5,821-61.0% | $4,126-44.9% |
| Admin fee / account holder | $2,876 | $6,778-57.6% | $10,608-72.9% | $5,650-49.1% |