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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 | $45,697 | $91,537-50.1% | $130,045-64.9% | $75,173-39.2% |
| Participation rate | 46.0% | 71.5%-25.5pp | 78.5%-32.5pp | 67.2%-21.2pp |
| Annual return | 19.24% | -631.55%+650.8pp | -137.30%+156.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,213 | $2,845-57.4% | $4,321-71.9% | $2,671-54.6% |
| Participant deferral / active EE | $2,708 | $4,343-37.6% | $5,820-53.5% | $4,126-34.4% |
| Admin fee / account holder | $2,289 | $6,780-66.2% | $10,600-78.4% | $5,651-59.5% |