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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 | $54,930 | $91,536-40.0% | $130,062-57.8% | $75,177-26.9% |
| Participation rate | 68.6% | 71.5%-2.9pp | 78.5%-9.9pp | 67.2%+1.4pp |
| Annual return | 17.31% | -631.62%+648.9pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,910 | $2,845-32.9% | $4,322-55.8% | $2,671-28.5% |
| Participant deferral / active EE | $4,277 | $4,343-1.5% | $5,821-26.5% | $4,126+3.7% |
| Admin fee / account holder | $7,012 | $6,780+3.4% | $10,601-33.8% | $5,651+24.1% |