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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 | $191,575 | $82,674+131.7% | $125,381+52.8% | $68,486+179.7% |
| Participation rate | 58.6% | 75.1%-16.4pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | -19.12% | -5.97%-13.2pp | 572.31%-591.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,318 | $3,382-1.9% | $4,815-31.1% | $2,597+27.8% |
| Participant deferral / active EE | $8,202 | $6,111+34.2% | $7,448+10.1% | $4,028+103.6% |
| Admin fee / account holder | $3,202 | $6,277-49.0% | $10,007-68.0% | $5,404-40.8% |