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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 | $95,895+32.4% | $79,576+59.6% | $134,509-5.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -16.05% | -2.72%-13.3pp | 0.15%-16.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $972 | $3,128-68.9% | $2,413-59.7% | $4,741-79.5% |
| Participant deferral / active EE | $6,000 | $4,693+27.8% | $3,985+50.6% | $6,400-6.3% |
| Admin fee / account holder | $22,269 | $9,129+143.9% | $6,834+225.8% | $11,427+94.9% |