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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 | $39,657 | $64,729-38.7% | $112,263-64.7% | $68,490-42.1% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | 666.00% | -11.40%+677.4pp | 27.49%+638.5pp | -7.85%+673.9pp |
| Employer contribution / active EE | $1,490 | $2,746-45.8% | $3,636-59.0% | $2,597-42.6% |
| Participant deferral / active EE | $3,678 | $3,566+3.2% | $4,729-22.2% | $4,028-8.7% |
| Admin fee / account holder | $1,048 | $5,222-79.9% | $6,410-83.7% | $5,403-80.6% |