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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 | $84,363 | $91,525-7.8% | $130,026-35.1% | $75,181+12.2% |
| Participation rate | 64.4% | 71.4%-7.0pp | 78.5%-14.1pp | 67.2%-2.8pp |
| Annual return | 16.76% | -631.40%+648.2pp | -137.26%+154.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $4,722 | $2,844+66.0% | $4,321+9.3% | $2,671+76.8% |
| Participant deferral / active EE | $7,359 | $4,342+69.5% | $5,821+26.4% | $4,126+78.4% |
| Admin fee / account holder | $14,495 | $6,778+113.8% | $10,608+36.6% | $5,650+156.6% |