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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 | $36,607 | $91,536-60.0% | $130,062-71.9% | $75,177-51.3% |
| Participation rate | 58.1% | 71.5%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 18.89% | -631.62%+650.5pp | -137.37%+156.3pp | 160.75%-141.9pp |
| Employer contribution / active EE | $1,399 | $2,845-50.8% | $4,322-67.6% | $2,671-47.6% |
| Participant deferral / active EE | $2,509 | $4,343-42.2% | $5,821-56.9% | $4,126-39.2% |
| Admin fee / account holder | $1,027 | $6,780-84.9% | $10,601-90.3% | $5,651-81.8% |