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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 | $34,181 | $91,537-62.7% | $130,045-73.7% | $75,173-54.5% |
| Participation rate | 57.1% | 71.5%-14.3pp | 78.5%-21.4pp | 67.2%-10.1pp |
| Annual return | 14.61% | -631.55%+646.2pp | -137.30%+151.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,248 | $2,845-56.1% | $4,321-71.1% | $2,671-53.3% |
| Participant deferral / active EE | $2,523 | $4,343-41.9% | $5,820-56.6% | $4,126-38.9% |
| Admin fee / account holder | $2,553 | $6,780-62.3% | $10,600-75.9% | $5,651-54.8% |