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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 | $126,988 | $95,917+32.4% | $79,583+59.6% | $134,545-5.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -16.05% | -2.70%-13.3pp | 0.16%-16.2pp | 418.37%-434.4pp |
| Employer contribution / active EE | $972 | $3,129-68.9% | $2,414-59.7% | $4,742-79.5% |
| Participant deferral / active EE | $6,000 | $4,694+27.8% | $3,986+50.5% | $6,401-6.3% |
| Admin fee / account holder | $22,269 | $9,132+143.9% | $6,835+225.8% | $11,431+94.8% |