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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 | $27,571 | $91,525-69.9% | $130,026-78.8% | $75,181-63.3% |
| Participation rate | 62.6% | 71.4%-8.8pp | 78.5%-15.9pp | 67.2%-4.6pp |
| Annual return | 20.30% | -631.40%+651.7pp | -137.26%+157.6pp | 160.69%-140.4pp |
| Employer contribution / active EE | $1,727 | $2,844-39.3% | $4,321-60.0% | $2,671-35.3% |
| Participant deferral / active EE | $2,791 | $4,342-35.7% | $5,821-52.0% | $4,126-32.4% |
| Admin fee / account holder | $1,965 | $6,778-71.0% | $10,608-81.5% | $5,650-65.2% |