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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 | $92,964 | $91,537+1.6% | $130,045-28.5% | $75,173+23.7% |
| Participation rate | 40.7% | 71.5%-30.7pp | 78.5%-37.8pp | 67.2%-26.5pp |
| Annual return | 13.11% | -631.55%+644.7pp | -137.30%+150.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,723 | $2,845-39.4% | $4,321-60.1% | $2,671-35.5% |
| Participant deferral / active EE | $3,233 | $4,343-25.5% | $5,820-44.4% | $4,126-21.6% |
| Admin fee / account holder | $5,543 | $6,780-18.2% | $10,600-47.7% | $5,651-1.9% |