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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 | $61,278 | $91,537-33.1% | $130,045-52.9% | $75,173-18.5% |
| Participation rate | 52.0% | 71.5%-19.5pp | 78.5%-26.5pp | 67.2%-15.2pp |
| Annual return | 20.75% | -631.55%+652.3pp | -137.30%+158.1pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,898 | $2,845-33.3% | $4,321-56.1% | $2,671-28.9% |
| Participant deferral / active EE | $3,419 | $4,343-21.3% | $5,820-41.3% | $4,126-17.1% |
| Admin fee / account holder | $1,863 | $6,780-72.5% | $10,600-82.4% | $5,651-67.0% |