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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 | $41,699 | $91,537-54.4% | $130,045-67.9% | $75,173-44.5% |
| Participation rate | 60.6% | 71.5%-10.9pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 17.54% | -631.55%+649.1pp | -137.30%+154.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,462 | $2,845-13.4% | $4,321-43.0% | $2,671-7.8% |
| Participant deferral / active EE | $5,251 | $4,343+20.9% | $5,820-9.8% | $4,126+27.3% |
| Admin fee / account holder | $3,606 | $6,780-46.8% | $10,600-66.0% | $5,651-36.2% |