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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 | $97,367 | $91,536+6.4% | $130,062-25.1% | $75,177+29.5% |
| Participation rate | 53.8% | 71.5%-17.6pp | 78.5%-24.7pp | 67.2%-13.4pp |
| Annual return | 21.37% | -631.62%+653.0pp | -137.37%+158.7pp | 160.75%-139.4pp |
| Employer contribution / active EE | $2,553 | $2,845-10.3% | $4,322-40.9% | $2,671-4.4% |
| Participant deferral / active EE | $6,707 | $4,343+54.4% | $5,821+15.2% | $4,126+62.5% |
| Admin fee / account holder | $4,034 | $6,780-40.5% | $10,601-61.9% | $5,651-28.6% |