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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 | $211,904 | $75,962+179.0% | $154,111+37.5% | $64,173+230.2% |
| Participation rate | 65.0% | 70.4%-5.4pp | 83.0%-18.0pp | 69.6%-4.6pp |
| Annual return | -4.61% | 30.32%-34.9pp | 735.18%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,582 | $3,350-22.9% | $5,298-51.3% | $2,381+8.5% |
| Participant deferral / active EE | $5,066 | $3,175+59.6% | $5,081-0.3% | $3,470+46.0% |
| Admin fee / account holder | $1,540 | $5,589-72.4% | $13,411-88.5% | $4,887-68.5% |