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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 | $200,273 | $142,392+40.6% | $119,622+67.4% | $134,532+48.9% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -17.04% | -12.46%-4.6pp | -14.98%-2.1pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,311 | $5,224-55.8% | $4,232-45.4% | $4,741-51.3% |
| Participant deferral / active EE | $6,567 | $6,467+1.5% | $5,601+17.3% | $6,401+2.6% |
| Admin fee / account holder | $3,223 | $13,593-76.3% | $10,328-68.8% | $11,429-71.8% |