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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 | $43,382 | $91,538-52.6% | $130,014-66.6% | $75,173-42.3% |
| Participation rate | 66.0% | 71.4%-5.4pp | 78.5%-12.5pp | 67.2%-1.2pp |
| Annual return | 17.41% | -631.11%+648.5pp | -137.22%+154.6pp | 160.65%-143.2pp |
| Employer contribution / active EE | $884 | $2,845-68.9% | $4,320-79.5% | $2,670-66.9% |
| Participant deferral / active EE | $2,557 | $4,341-41.1% | $5,821-56.1% | $4,126-38.0% |
| Admin fee / account holder | $997 | $6,790-85.3% | $10,616-90.6% | $5,651-82.4% |