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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 | $110,917 | $91,525+21.2% | $130,026-14.7% | $75,181+47.5% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.4pp | 67.2%-10.1pp |
| Annual return | 19.35% | -631.40%+650.8pp | -137.26%+156.6pp | 160.69%-141.3pp |
| Employer contribution / active EE | $1,851 | $2,844-34.9% | $4,321-57.2% | $2,671-30.7% |
| Participant deferral / active EE | $4,764 | $4,342+9.7% | $5,821-18.2% | $4,126+15.5% |
| Admin fee / account holder | $2,329 | $6,778-65.6% | $10,608-78.0% | $5,650-58.8% |