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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 | $65,880 | $91,536-28.0% | $130,062-49.3% | $75,177-12.4% |
| Participation rate | 63.0% | 71.5%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 16.29% | -631.62%+647.9pp | -137.37%+153.7pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,805 | $2,845-36.5% | $4,322-58.2% | $2,671-32.4% |
| Participant deferral / active EE | $4,022 | $4,343-7.4% | $5,821-30.9% | $4,126-2.5% |
| Admin fee / account holder | $6,563 | $6,780-3.2% | $10,601-38.1% | $5,651+16.1% |