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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 | $78,259 | $91,536-14.5% | $130,062-39.8% | $75,177+4.1% |
| Participation rate | 67.2% | 71.5%-4.2pp | 78.5%-11.3pp | 67.2%0pp |
| Annual return | 19.75% | -631.62%+651.4pp | -137.37%+157.1pp | 160.75%-141.0pp |
| Employer contribution / active EE | $2,492 | $2,845-12.4% | $4,322-42.3% | $2,671-6.7% |
| Participant deferral / active EE | $6,125 | $4,343+41.0% | $5,821+5.2% | $4,126+48.4% |
| Admin fee / account holder | $1,464 | $6,780-78.4% | $10,601-86.2% | $5,651-74.1% |