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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 | $58,110 | $91,537-36.5% | $130,045-55.3% | $75,173-22.7% |
| Participation rate | 61.5% | 71.5%-9.9pp | 78.5%-17.0pp | 67.2%-5.7pp |
| Annual return | 18.97% | -631.55%+650.5pp | -137.30%+156.3pp | 160.72%-141.8pp |
| Employer contribution / active EE | $2,144 | $2,845-24.6% | $4,321-50.4% | $2,671-19.7% |
| Participant deferral / active EE | $5,894 | $4,343+35.7% | $5,820+1.3% | $4,126+42.8% |
| Admin fee / account holder | $628 | $6,780-90.7% | $10,600-94.1% | $5,651-88.9% |