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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 | $184,228 | $93,124+97.8% | $77,100+138.9% | $134,545+36.9% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -20.61% | 62.68%-83.3pp | 42.35%-63.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $2,191 | $3,421-35.9% | $2,815-22.1% | $4,742-53.8% |
| Participant deferral / active EE | $6,941 | $5,242+32.4% | $4,430+56.7% | $6,401+8.4% |
| Admin fee / account holder | $720 | $6,970-89.7% | $5,443-86.8% | $11,431-93.7% |