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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 | $47,520 | $91,537-48.1% | $130,045-63.5% | $75,173-36.8% |
| Participation rate | 58.8% | 71.5%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 18.29% | -631.55%+649.8pp | -137.30%+155.6pp | 160.72%-142.4pp |
| Employer contribution / active EE | $2,016 | $2,845-29.1% | $4,321-53.3% | $2,671-24.5% |
| Participant deferral / active EE | $3,486 | $4,343-19.7% | $5,820-40.1% | $4,126-15.5% |
| Admin fee / account holder | $1,852 | $6,780-72.7% | $10,600-82.5% | $5,651-67.2% |