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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 | $239,642 | $100,805+137.7% | $86,698+176.4% | $134,532+78.1% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -16.34% | 29.09%-45.4pp | 35.95%-52.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $837 | $3,490-76.0% | $2,837-70.5% | $4,741-82.3% |
| Participant deferral / active EE | $10,400 | $5,339+94.8% | $4,656+123.4% | $6,401+62.5% |
| Admin fee / account holder | $3,127 | $10,925-71.4% | $7,493-58.3% | $11,429-72.6% |