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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 | $55,904 | $91,525-38.9% | $130,026-57.0% | $75,181-25.6% |
| Participation rate | 66.0% | 71.4%-5.5pp | 78.5%-12.5pp | 67.2%-1.2pp |
| Annual return | 21.31% | -631.40%+652.7pp | -137.26%+158.6pp | 160.69%-139.4pp |
| Employer contribution / active EE | $2,651 | $2,844-6.8% | $4,321-38.7% | $2,671-0.7% |
| Participant deferral / active EE | $4,056 | $4,342-6.6% | $5,821-30.3% | $4,126-1.7% |
| Admin fee / account holder | $495 | $6,778-92.7% | $10,608-95.3% | $5,650-91.2% |