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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 | $109,005 | $91,537+19.1% | $130,045-16.2% | $75,173+45.0% |
| Participation rate | 67.7% | 71.5%-3.7pp | 78.5%-10.8pp | 67.2%+0.5pp |
| Annual return | 18.27% | -631.55%+649.8pp | -137.30%+155.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,675 | $2,845-41.1% | $4,321-61.2% | $2,671-37.3% |
| Participant deferral / active EE | $6,155 | $4,343+41.7% | $5,820+5.8% | $4,126+49.2% |
| Admin fee / account holder | $14,038 | $6,780+107.1% | $10,600+32.4% | $5,651+148.4% |