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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 | $71,135 | $91,525-22.3% | $130,026-45.3% | $75,181-5.4% |
| Participation rate | 36.8% | 71.4%-34.7pp | 78.5%-41.7pp | 67.2%-30.4pp |
| Annual return | 16.60% | -631.40%+648.0pp | -137.26%+153.9pp | 160.69%-144.1pp |
| Employer contribution / active EE | $1,269 | $2,844-55.4% | $4,321-70.6% | $2,671-52.5% |
| Participant deferral / active EE | $2,487 | $4,342-42.7% | $5,821-57.3% | $4,126-39.7% |
| Admin fee / account holder | $1,491 | $6,778-78.0% | $10,608-85.9% | $5,650-73.6% |