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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 | $51,807 | $91,536-43.4% | $130,062-60.2% | $75,177-31.1% |
| Participation rate | 63.3% | 71.5%-8.1pp | 78.5%-15.2pp | 67.2%-3.9pp |
| Annual return | 20.27% | -631.62%+651.9pp | -137.37%+157.6pp | 160.75%-140.5pp |
| Employer contribution / active EE | $2,174 | $2,845-23.6% | $4,322-49.7% | $2,671-18.6% |
| Participant deferral / active EE | $6,680 | $4,343+53.8% | $5,821+14.8% | $4,126+61.9% |
| Admin fee / account holder | $2,544 | $6,780-62.5% | $10,601-76.0% | $5,651-55.0% |