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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 | $196,417 | $82,678+137.6% | $125,391+56.6% | $68,490+186.8% |
| Participation rate | 51.9% | 75.1%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,275 | $3,382-62.3% | $4,816-73.5% | $2,597-50.9% |
| Participant deferral / active EE | $5,331 | $6,111-12.8% | $7,448-28.4% | $4,028+32.4% |
| Admin fee / account holder | $877 | $6,277-86.0% | $10,009-91.2% | $5,403-83.8% |