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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 | $41,237 | $91,525-54.9% | $130,026-68.3% | $75,181-45.2% |
| Participation rate | 61.8% | 71.4%-9.7pp | 78.5%-16.7pp | 67.2%-5.4pp |
| Annual return | 18.27% | -631.40%+649.7pp | -137.26%+155.5pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,226 | $2,844-56.9% | $4,321-71.6% | $2,671-54.1% |
| Participant deferral / active EE | $5,398 | $4,342+24.3% | $5,821-7.3% | $4,126+30.8% |
| Admin fee / account holder | $1,021 | $6,778-84.9% | $10,608-90.4% | $5,650-81.9% |