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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 | $90,670 | $91,537-0.9% | $130,045-30.3% | $75,173+20.6% |
| Participation rate | 59.4% | 71.5%-12.1pp | 78.5%-19.1pp | 67.2%-7.8pp |
| Annual return | 17.22% | -631.55%+648.8pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,811 | $2,845-36.4% | $4,321-58.1% | $2,671-32.2% |
| Participant deferral / active EE | $4,986 | $4,343+14.8% | $5,820-14.3% | $4,126+20.8% |
| Admin fee / account holder | $1,872 | $6,780-72.4% | $10,600-82.3% | $5,651-66.9% |