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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 | $121,830 | $154,193-21.0% | $130,045-6.3% | $139,466-12.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 18.19% | 32.51%-14.3pp | -137.30%+155.5pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,366 | $5,292-55.3% | $4,321-45.2% | $4,754-50.2% |
| Participant deferral / active EE | $3,040 | $6,709-54.7% | $5,820-47.8% | $6,712-54.7% |
| Admin fee / account holder | $13,972 | $13,989-0.1% | $10,600+31.8% | $11,409+22.5% |