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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 | $142,960 | $75,962+88.2% | $154,108-7.2% | $64,173+122.8% |
| Participation rate | 62.2% | 70.4%-8.3pp | 83.0%-20.9pp | 69.6%-7.4pp |
| Annual return | -7.28% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,147 | $3,350-35.9% | $5,298-59.5% | $2,381-9.8% |
| Participant deferral / active EE | $4,212 | $3,175+32.7% | $5,081-17.1% | $3,470+21.4% |
| Admin fee / account holder | $1,516 | $5,589-72.9% | $13,411-88.7% | $4,887-69.0% |