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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 | $138,449 | $100,811+37.3% | $86,698+59.7% | $134,545+2.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.62% | 29.11%-45.7pp | 35.96%-52.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,253 | $3,490-35.4% | $2,837-20.6% | $4,742-52.5% |
| Participant deferral / active EE | $21,366 | $5,339+300.2% | $4,656+358.9% | $6,401+233.8% |
| Admin fee / account holder | $9,152 | $10,926-16.2% | $7,492+22.2% | $11,431-19.9% |