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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 | $241,521 | $131,835+83.2% | $108,582+122.4% | $273,972-11.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 3.60% | -91.57%+95.2pp | -51.70%+55.3pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,700 | $4,913-45.0% | $3,758-28.2% | $4,869-44.5% |
| Participant deferral / active EE | $14,092 | $5,127+174.8% | $4,311+226.9% | $5,287+166.5% |
| Admin fee / account holder | $15,186 | $10,253+48.1% | $7,645+98.6% | $10,133+49.9% |