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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 | $63,135 | $91,536-31.0% | $130,062-51.5% | $75,177-16.0% |
| Participation rate | 55.9% | 71.5%-15.6pp | 78.5%-22.6pp | 67.2%-11.3pp |
| Annual return | 14.65% | -631.62%+646.3pp | -137.37%+152.0pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,565 | $2,845-9.8% | $4,322-40.6% | $2,671-4.0% |
| Participant deferral / active EE | $5,484 | $4,343+26.3% | $5,821-5.8% | $4,126+32.9% |
| Admin fee / account holder | $9,022 | $6,780+33.1% | $10,601-14.9% | $5,651+59.6% |