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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 | $38,770 | $91,525-57.6% | $130,026-70.2% | $75,181-48.4% |
| Participation rate | 33.3% | 71.4%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 21.95% | -631.40%+653.4pp | -137.26%+159.2pp | 160.69%-138.7pp |
| Employer contribution / active EE | $1,448 | $2,844-49.1% | $4,321-66.5% | $2,671-45.8% |
| Participant deferral / active EE | $2,956 | $4,342-31.9% | $5,821-49.2% | $4,126-28.3% |
| Admin fee / account holder | $5,639 | $6,778-16.8% | $10,608-46.8% | $5,650-0.2% |