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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 | $49,592 | $91,525-45.8% | $130,026-61.9% | $75,181-34.0% |
| Participation rate | 69.6% | 71.4%-1.9pp | 78.5%-8.9pp | 67.2%+2.4pp |
| Annual return | 16.11% | -631.40%+647.5pp | -137.26%+153.4pp | 160.69%-144.6pp |
| Employer contribution / active EE | $1,194 | $2,844-58.0% | $4,321-72.4% | $2,671-55.3% |
| Participant deferral / active EE | $3,342 | $4,342-23.0% | $5,821-42.6% | $4,126-19.0% |
| Admin fee / account holder | $1,172 | $6,778-82.7% | $10,608-89.0% | $5,650-79.3% |