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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 | $225,063 | $100,811+123.3% | $86,698+159.6% | $134,545+67.3% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -17.13% | 29.11%-46.2pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,610 | $5,339+5.1% | $4,656+20.5% | $6,401-12.4% |
| Admin fee / account holder | $70,223 | $10,926+542.7% | $7,492+837.3% | $11,431+514.3% |