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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 | $36,173 | $91,536-60.5% | $130,062-72.2% | $75,177-51.9% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 19.97% | -631.62%+651.6pp | -137.37%+157.3pp | 160.75%-140.8pp |
| Employer contribution / active EE | $1,888 | $2,845-33.6% | $4,322-56.3% | $2,671-29.3% |
| Participant deferral / active EE | $4,693 | $4,343+8.1% | $5,821-19.4% | $4,126+13.7% |
| Admin fee / account holder | $2,595 | $6,780-61.7% | $10,601-75.5% | $5,651-54.1% |