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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 | $63,718 | $91,536-30.4% | $130,062-51.0% | $75,177-15.2% |
| Participation rate | 68.8% | 71.5%-2.6pp | 78.5%-9.7pp | 67.2%+1.6pp |
| Annual return | 22.46% | -631.62%+654.1pp | -137.37%+159.8pp | 160.75%-138.3pp |
| Employer contribution / active EE | $2,049 | $2,845-28.0% | $4,322-52.6% | $2,671-23.3% |
| Participant deferral / active EE | $3,807 | $4,343-12.3% | $5,821-34.6% | $4,126-7.7% |
| Admin fee / account holder | $2,828 | $6,780-58.3% | $10,601-73.3% | $5,651-50.0% |