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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 | $48,569 | $91,525-46.9% | $130,026-62.6% | $75,181-35.4% |
| Participation rate | 61.3% | 71.4%-10.2pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 12.95% | -631.40%+644.3pp | -137.26%+150.2pp | 160.69%-147.7pp |
| Employer contribution / active EE | $2,609 | $2,844-8.3% | $4,321-39.6% | $2,671-2.3% |
| Participant deferral / active EE | $4,433 | $4,342+2.1% | $5,821-23.8% | $4,126+7.5% |
| Admin fee / account holder | $3,844 | $6,778-43.3% | $10,608-63.8% | $5,650-32.0% |