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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 | $104,152 | $91,536+13.8% | $130,062-19.9% | $75,177+38.5% |
| Participation rate | 67.6% | 71.5%-3.8pp | 78.5%-10.9pp | 67.2%+0.4pp |
| Annual return | 15.36% | -631.62%+647.0pp | -137.37%+152.7pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,145 | $4,343+18.5% | $5,821-11.6% | $4,126+24.7% |
| Admin fee / account holder | $4,160 | $6,780-38.6% | $10,601-60.8% | $5,651-26.4% |