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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 | $157,701 | $82,288+91.6% | $68,794+129.2% | $134,509+17.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.0%-10.7pp | 81.2%-22.9pp |
| Annual return | -18.36% | -2.19%-16.2pp | -6.37%-12.0pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,512 | $3,301-54.2% | $2,656-43.0% | $4,741-68.1% |
| Participant deferral / active EE | $2,701 | $4,738-43.0% | $3,941-31.5% | $6,400-57.8% |
| Admin fee / account holder | $4,169 | $6,482-35.7% | $4,934-15.5% | $11,427-63.5% |