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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 | $103,916 | $91,525+13.5% | $130,026-20.1% | $75,181+38.2% |
| Participation rate | 57.7% | 71.4%-13.8pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 13.89% | -631.40%+645.3pp | -137.26%+151.1pp | 160.69%-146.8pp |
| Employer contribution / active EE | $2,783 | $2,844-2.2% | $4,321-35.6% | $2,671+4.2% |
| Participant deferral / active EE | $5,230 | $4,342+20.5% | $5,821-10.1% | $4,126+26.8% |
| Admin fee / account holder | $6,227 | $6,778-8.1% | $10,608-41.3% | $5,650+10.2% |