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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 | $35,602 | $91,536-61.1% | $130,062-72.6% | $75,177-52.6% |
| Participation rate | 60.6% | 71.5%-10.9pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 24.04% | -631.62%+655.7pp | -137.37%+161.4pp | 160.75%-136.7pp |
| Employer contribution / active EE | $1,715 | $2,845-39.7% | $4,322-60.3% | $2,671-35.8% |
| Participant deferral / active EE | $3,030 | $4,343-30.2% | $5,821-47.9% | $4,126-26.6% |
| Admin fee / account holder | $1,910 | $6,780-71.8% | $10,601-82.0% | $5,651-66.2% |