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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 | $97,774 | $91,537+6.8% | $130,045-24.8% | $75,173+30.1% |
| Participation rate | 60.0% | 71.5%-11.5pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 16.28% | -631.55%+647.8pp | -137.30%+153.6pp | 160.72%-144.4pp |
| Employer contribution / active EE | $3,104 | $2,845+9.1% | $4,321-28.2% | $2,671+16.2% |
| Participant deferral / active EE | $5,072 | $4,343+16.8% | $5,820-12.9% | $4,126+22.9% |
| Admin fee / account holder | $595 | $6,780-91.2% | $10,600-94.4% | $5,651-89.5% |