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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 | $49,424 | $91,537-46.0% | $130,045-62.0% | $75,173-34.3% |
| Participation rate | 61.5% | 71.5%-9.9pp | 78.5%-17.0pp | 67.2%-5.7pp |
| Annual return | 13.75% | -631.55%+645.3pp | -137.30%+151.1pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,298 | $2,845-54.4% | $4,321-70.0% | $2,671-51.4% |
| Participant deferral / active EE | $2,168 | $4,343-50.1% | $5,820-62.7% | $4,126-47.4% |
| Admin fee / account holder | $6,893 | $6,780+1.7% | $10,600-35.0% | $5,651+22.0% |