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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 | $222,510 | $133,998+66.1% | $112,263+98.2% | $134,545+65.4% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -18.18% | 47.17%-65.4pp | 27.49%-45.7pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,926 | $4,040-52.3% | $3,636-47.0% | $4,742-59.4% |
| Participant deferral / active EE | $8,794 | $5,292+66.2% | $4,729+85.9% | $6,401+37.4% |
| Admin fee / account holder | $1,626 | $7,493-78.3% | $6,410-74.6% | $11,431-85.8% |