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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 | $27,674 | $91,525-69.8% | $130,026-78.7% | $75,181-63.2% |
| Participation rate | 69.2% | 71.4%-2.2pp | 78.5%-9.3pp | 67.2%+2.0pp |
| Annual return | 18.34% | -631.40%+649.7pp | -137.26%+155.6pp | 160.69%-142.3pp |
| Employer contribution / active EE | $2,462 | $2,844-13.4% | $4,321-43.0% | $2,671-7.8% |
| Participant deferral / active EE | $5,201 | $4,342+19.8% | $5,821-10.7% | $4,126+26.0% |
| Admin fee / account holder | $3,342 | $6,778-50.7% | $10,608-68.5% | $5,650-40.8% |