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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 | $154,238 | $59,116+160.9% | $86,438+78.4% | $68,486+125.2% |
| Participation rate | 67.9% | 75.2%-7.4pp | 80.3%-12.5pp | 67.9%0pp |
| Annual return | -18.28% | -0.23%-18.1pp | 4397.19%-4415.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $747 | $2,519-70.4% | $3,769-80.2% | $2,597-71.2% |
| Participant deferral / active EE | $8,326 | $5,902+41.1% | $6,952+19.8% | $4,028+106.7% |
| Admin fee / account holder | $12,738 | $5,639+125.9% | $6,733+89.2% | $5,404+135.7% |