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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 | $95,433 | $91,537+4.3% | $130,045-26.6% | $75,173+27.0% |
| Participation rate | 63.0% | 71.5%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 18.00% | -631.55%+649.5pp | -137.30%+155.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $4,040 | $2,845+42.0% | $4,321-6.5% | $2,671+51.3% |
| Participant deferral / active EE | $3,824 | $4,343-11.9% | $5,820-34.3% | $4,126-7.3% |
| Admin fee / account holder | $413 | $6,780-93.9% | $10,600-96.1% | $5,651-92.7% |