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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 | $239,432 | $131,835+81.6% | $108,582+120.5% | $273,972-12.6% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 7.96% | -91.57%+99.5pp | -51.70%+59.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $967 | $4,913-80.3% | $3,758-74.3% | $4,869-80.1% |
| Participant deferral / active EE | $3,474 | $5,127-32.3% | $4,311-19.4% | $5,287-34.3% |
| Admin fee / account holder | $11,705 | $10,253+14.2% | $7,645+53.1% | $10,133+15.5% |