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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 | $64,942 | $91,537-29.1% | $130,045-50.1% | $75,173-13.6% |
| Participation rate | 62.0% | 71.5%-9.5pp | 78.5%-16.5pp | 67.2%-5.2pp |
| Annual return | 49.44% | -631.55%+681.0pp | -137.30%+186.7pp | 160.72%-111.3pp |
| Employer contribution / active EE | $1,701 | $2,845-40.2% | $4,321-60.6% | $2,671-36.3% |
| Participant deferral / active EE | $2,852 | $4,343-34.3% | $5,820-51.0% | $4,126-30.9% |
| Admin fee / account holder | $2,229 | $6,780-67.1% | $10,600-79.0% | $5,651-60.6% |