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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 | $42,037 | $91,537-54.1% | $130,045-67.7% | $75,173-44.1% |
| Participation rate | 48.9% | 71.5%-22.5pp | 78.5%-29.6pp | 67.2%-18.3pp |
| Annual return | 17.98% | -631.55%+649.5pp | -137.30%+155.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,419 | $2,845-50.1% | $4,321-67.2% | $2,671-46.9% |
| Participant deferral / active EE | $2,940 | $4,343-32.3% | $5,820-49.5% | $4,126-28.8% |
| Admin fee / account holder | $1,118 | $6,780-83.5% | $10,600-89.5% | $5,651-80.2% |