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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 | $116,881 | $49,177+137.7% | $79,466+47.1% | $64,173+82.1% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.1pp | 69.6%-26.3pp |
| Annual return | -7.20% | -1.16%-6.0pp | 718.28%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,392 | $2,076-33.0% | $2,800-50.3% | $2,381-41.5% |
| Participant deferral / active EE | $4,110 | $2,821+45.7% | $3,704+11.0% | $3,470+18.5% |
| Admin fee / account holder | $5,760 | $3,839+50.1% | $5,104+12.9% | $4,887+17.9% |