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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 | $32,295 | $91,525-64.7% | $130,026-75.2% | $75,181-57.0% |
| Participation rate | 54.9% | 71.4%-16.5pp | 78.5%-23.6pp | 67.2%-12.3pp |
| Annual return | 20.01% | -631.40%+651.4pp | -137.26%+157.3pp | 160.69%-140.7pp |
| Employer contribution / active EE | $1,531 | $2,844-46.2% | $4,321-64.6% | $2,671-42.7% |
| Participant deferral / active EE | $2,833 | $4,342-34.8% | $5,821-51.3% | $4,126-31.3% |
| Admin fee / account holder | $1,139 | $6,778-83.2% | $10,608-89.3% | $5,650-79.8% |