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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 | $211,707 | $95,915+120.7% | $79,580+166.0% | $134,532+57.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -13.83% | -2.71%-11.1pp | 0.15%-14.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,633 | $3,129-47.8% | $2,413-32.3% | $4,741-65.6% |
| Participant deferral / active EE | $11,403 | $4,693+142.9% | $3,985+186.1% | $6,401+78.1% |
| Admin fee / account holder | $2,163 | $9,132-76.3% | $6,835-68.4% | $11,429-81.1% |