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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 | $166,154 | $86,701+91.6% | $73,309+126.6% | $125,389+32.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -3.36% | 2.78%-6.1pp | 5.67%-9.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,172 | $4,152-47.7% | $3,237-32.9% | $4,866-55.4% |
| Participant deferral / active EE | $13,500 | $5,549+143.3% | $4,991+170.5% | $5,352+152.3% |
| Admin fee / account holder | $2,737 | $7,768-64.8% | $5,635-51.4% | $9,541-71.3% |