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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 | $33,925 | $91,525-62.9% | $130,026-73.9% | $75,181-54.9% |
| Participation rate | 39.5% | 71.4%-31.9pp | 78.5%-39.0pp | 67.2%-27.7pp |
| Annual return | 44.79% | -631.40%+676.2pp | -137.26%+182.0pp | 160.69%-115.9pp |
| Employer contribution / active EE | $2,021 | $2,844-28.9% | $4,321-53.2% | $2,671-24.3% |
| Participant deferral / active EE | $3,908 | $4,342-10.0% | $5,821-32.9% | $4,126-5.3% |
| Admin fee / account holder | $4,878 | $6,778-28.0% | $10,608-54.0% | $5,650-13.7% |