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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 | $91,647 | $91,537+0.1% | $130,045-29.5% | $75,173+21.9% |
| Participation rate | 63.4% | 71.5%-8.0pp | 78.5%-15.1pp | 67.2%-3.8pp |
| Annual return | 17.07% | -631.55%+648.6pp | -137.30%+154.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,196 | $2,845-22.8% | $4,321-49.2% | $2,671-17.8% |
| Participant deferral / active EE | $5,096 | $4,343+17.3% | $5,820-12.4% | $4,126+23.5% |
| Admin fee / account holder | $5,212 | $6,780-23.1% | $10,600-50.8% | $5,651-7.8% |