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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 | $132,097 | $91,537+44.3% | $130,045+1.6% | $75,173+75.7% |
| Participation rate | 58.7% | 71.5%-12.7pp | 78.5%-19.8pp | 67.2%-8.5pp |
| Annual return | 18.20% | -631.55%+649.7pp | -137.30%+155.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,456 | $2,845-48.8% | $4,321-66.3% | $2,671-45.5% |
| Participant deferral / active EE | $4,462 | $4,343+2.7% | $5,820-23.3% | $4,126+8.1% |
| Admin fee / account holder | $2,011 | $6,780-70.3% | $10,600-81.0% | $5,651-64.4% |