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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 | $53,366 | $91,536-41.7% | $130,062-59.0% | $75,177-29.0% |
| Participation rate | 56.5% | 71.5%-14.9pp | 78.5%-22.0pp | 67.2%-10.7pp |
| Annual return | 17.25% | -631.62%+648.9pp | -137.37%+154.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $988 | $2,845-65.3% | $4,322-77.1% | $2,671-63.0% |
| Participant deferral / active EE | $2,673 | $4,343-38.5% | $5,821-54.1% | $4,126-35.2% |
| Admin fee / account holder | $2,943 | $6,780-56.6% | $10,601-72.2% | $5,651-47.9% |