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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 | $70,768 | $91,536-22.7% | $130,062-45.6% | $75,177-5.9% |
| Participation rate | 58.2% | 71.5%-13.3pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 16.96% | -631.62%+648.6pp | -137.37%+154.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,339 | $2,845-52.9% | $4,322-69.0% | $2,671-49.9% |
| Participant deferral / active EE | $5,320 | $4,343+22.5% | $5,821-8.6% | $4,126+28.9% |
| Admin fee / account holder | $5,344 | $6,780-21.2% | $10,601-49.6% | $5,651-5.4% |