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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 | $29,230 | $81,870-64.3% | $119,608-75.6% | $68,495-57.3% |
| Participation rate | 49.2% | 71.9%-22.7pp | 79.3%-30.1pp | 67.9%-18.7pp |
| Annual return | 52.07% | -23.82%+75.9pp | -14.98%+67.1pp | -7.84%+59.9pp |
| Employer contribution / active EE | $1,534 | $2,692-43.0% | $4,232-63.7% | $2,596-40.9% |
| Participant deferral / active EE | $4,356 | $4,148+5.0% | $5,601-22.2% | $4,028+8.2% |
| Admin fee / account holder | $18,446 | $6,583+180.2% | $10,326+78.6% | $5,403+241.4% |