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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 | $54,845 | $91,537-40.1% | $130,045-57.8% | $75,173-27.0% |
| Participation rate | 51.9% | 71.5%-19.6pp | 78.5%-26.6pp | 67.2%-15.4pp |
| Annual return | 15.80% | -631.55%+647.3pp | -137.30%+153.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,579 | $2,845-44.5% | $4,321-63.5% | $2,671-40.9% |
| Participant deferral / active EE | $2,822 | $4,343-35.0% | $5,820-51.5% | $4,126-31.6% |
| Admin fee / account holder | $8,741 | $6,780+28.9% | $10,600-17.5% | $5,651+54.7% |