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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 | $101,913 | $91,537+11.3% | $130,045-21.6% | $75,173+35.6% |
| Participation rate | 68.2% | 71.5%-3.3pp | 78.5%-10.3pp | 67.2%+1.0pp |
| Annual return | 17.67% | -631.55%+649.2pp | -137.30%+155.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $2,093 | $2,845-26.4% | $4,321-51.6% | $2,671-21.7% |
| Participant deferral / active EE | $5,826 | $4,343+34.2% | $5,820+0.1% | $4,126+41.2% |
| Admin fee / account holder | $10,416 | $6,780+53.6% | $10,600-1.7% | $5,651+84.3% |