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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 | $61,473 | $91,536-32.8% | $130,062-52.7% | $75,177-18.2% |
| Participation rate | 68.6% | 71.5%-2.9pp | 78.5%-9.9pp | 67.2%+1.4pp |
| Annual return | 25.81% | -631.62%+657.4pp | -137.37%+163.2pp | 160.75%-134.9pp |
| Employer contribution / active EE | $1,647 | $2,845-42.1% | $4,322-61.9% | $2,671-38.3% |
| Participant deferral / active EE | $4,001 | $4,343-7.9% | $5,821-31.3% | $4,126-3.0% |
| Admin fee / account holder | $4,049 | $6,780-40.3% | $10,601-61.8% | $5,651-28.4% |