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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 | $41,197 | $61,787-33.3% | $97,197-57.6% | $80,925-49.1% |
| Participation rate | 53.1% | 63.5%-10.4pp | 72.7%-19.6pp | 67.7%-14.5pp |
| Annual return | 10.58% | -558.16%+568.7pp | 75.47%-64.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $956 | $1,836-47.9% | $2,723-64.9% | $2,756-65.3% |
| Participant deferral / active EE | $1,143 | $3,027-62.2% | $4,263-73.2% | $4,299-73.4% |
| Admin fee / account holder | $11,158 | $5,170+115.8% | $5,637+97.9% | $6,940+60.8% |