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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 | $58,934 | $91,537-35.6% | $130,045-54.7% | $75,173-21.6% |
| Participation rate | 45.7% | 71.5%-25.8pp | 78.5%-32.8pp | 67.2%-21.6pp |
| Annual return | 22.95% | -631.55%+654.5pp | -137.30%+160.3pp | 160.72%-137.8pp |
| Employer contribution / active EE | $903 | $2,845-68.3% | $4,321-79.1% | $2,671-66.2% |
| Participant deferral / active EE | $1,901 | $4,343-56.2% | $5,820-67.3% | $4,126-53.9% |
| Admin fee / account holder | $3,768 | $6,780-44.4% | $10,600-64.5% | $5,651-33.3% |