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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 | $168,686 | $133,981+25.9% | $112,249+50.3% | $134,532+25.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -14.68% | 47.16%-61.8pp | 27.48%-42.2pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,690 | $4,040-58.2% | $3,636-53.5% | $4,741-64.3% |
| Participant deferral / active EE | $5,291 | $5,2920% | $4,729+11.9% | $6,401-17.3% |
| Admin fee / account holder | $8,166 | $7,492+9.0% | $6,412+27.4% | $11,429-28.5% |