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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 | $39,396 | $91,537-57.0% | $130,045-69.7% | $75,173-47.6% |
| Participation rate | 48.4% | 71.5%-23.1pp | 78.5%-30.1pp | 67.2%-18.8pp |
| Annual return | 19.78% | -631.55%+651.3pp | -137.30%+157.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,006 | $2,845-64.6% | $4,321-76.7% | $2,671-62.3% |
| Participant deferral / active EE | $2,799 | $4,343-35.5% | $5,820-51.9% | $4,126-32.2% |
| Admin fee / account holder | $1,327 | $6,780-80.4% | $10,600-87.5% | $5,651-76.5% |