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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 | $232,776 | $93,117+150.0% | $77,096+201.9% | $134,532+73.0% |
| Participation rate | 61.5% | 74.5%-13.0pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -16.75% | 62.67%-79.4pp | 42.35%-59.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,215 | $3,420-64.5% | $2,814-56.8% | $4,741-74.4% |
| Participant deferral / active EE | $2,996 | $5,241-42.8% | $4,429-32.4% | $6,401-53.2% |
| Admin fee / account holder | $6,667 | $6,948-4.0% | $5,428+22.8% | $11,429-41.7% |