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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 | $96,662 | $91,511+5.6% | $130,070-25.7% | $75,184+28.6% |
| Participation rate | 63.3% | 71.5%-8.1pp | 78.5%-15.2pp | 67.2%-3.9pp |
| Annual return | 18.95% | -631.69%+650.6pp | -137.40%+156.3pp | 160.78%-141.8pp |
| Employer contribution / active EE | $2,192 | $2,845-23.0% | $4,322-49.3% | $2,671-17.9% |
| Participant deferral / active EE | $3,336 | $4,343-23.2% | $5,821-42.7% | $4,127-19.2% |
| Admin fee / account holder | $755 | $6,772-88.9% | $10,600-92.9% | $5,652-86.6% |