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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 | $132,901 | $93,117+42.7% | $77,096+72.4% | $134,532-1.2% |
| Participation rate | 56.3% | 74.5%-18.2pp | 67.9%-11.7pp | 81.2%-25.0pp |
| Annual return | -16.41% | 62.67%-79.1pp | 42.35%-58.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,176 | $3,420-65.6% | $2,814-58.2% | $4,741-75.2% |
| Participant deferral / active EE | $2,006 | $5,241-61.7% | $4,429-54.7% | $6,401-68.7% |
| Admin fee / account holder | $2,329 | $6,948-66.5% | $5,428-57.1% | $11,429-79.6% |