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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 | $209,044 | $167,352+24.9% | $143,788+45.4% | $134,509+55.4% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -18.31% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,119 | $5,620-44.5% | $4,952-37.0% | $4,741-34.2% |
| Participant deferral / active EE | $6,140 | $6,447-4.8% | $5,638+8.9% | $6,400-4.1% |
| Admin fee / account holder | $9,800 | $18,091-45.8% | $14,675-33.2% | $11,427-14.2% |