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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 | $124,201 | $54,239+129.0% | $70,098+77.2% | $68,495+81.3% |
| Participation rate | 52.3% | 64.5%-12.2pp | 70.5%-18.2pp | 67.9%-15.6pp |
| Annual return | -8.86% | -13.87%+5.0pp | 190.76%-199.6pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,055 | $2,019+1.8% | $2,560-19.8% | $2,596-20.9% |
| Participant deferral / active EE | $4,607 | $2,957+55.8% | $3,849+19.7% | $4,028+14.4% |
| Admin fee / account holder | $1,511 | $4,691-67.8% | $6,266-75.9% | $5,403-72.0% |