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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 | $248,408 | $84,551+193.8% | $61,452+304.2% | $134,532+84.6% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -20.47% | 585.39%-605.9pp | 338.96%-359.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,363 | $1,545-11.8% | $1,160+17.5% | $4,741-71.3% |
| Participant deferral / active EE | $5,125 | $2,818+81.8% | $2,125+141.2% | $6,401-19.9% |
| Admin fee / account holder | $865 | $2,587-66.6% | $2,131-59.4% | $11,429-92.4% |