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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 | $95,273 | $91,536+4.1% | $130,062-26.7% | $75,177+26.7% |
| Participation rate | 62.7% | 71.5%-8.8pp | 78.5%-15.8pp | 67.2%-4.5pp |
| Annual return | 18.91% | -631.62%+650.5pp | -137.37%+156.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $2,962 | $2,845+4.1% | $4,322-31.5% | $2,671+10.9% |
| Participant deferral / active EE | $5,091 | $4,343+17.2% | $5,821-12.5% | $4,126+23.4% |
| Admin fee / account holder | $20,029 | $6,780+195.4% | $10,601+88.9% | $5,651+254.4% |