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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 | $153,989 | $105,867+45.5% | $90,760+69.7% | $134,532+14.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -17.75% | -10.99%-6.8pp | -12.16%-5.6pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,182 | $3,464-37.0% | $2,922-25.3% | $4,741-54.0% |
| Participant deferral / active EE | $4,555 | $5,217-12.7% | $4,565-0.2% | $6,401-28.8% |
| Admin fee / account holder | $1,325 | $13,936-90.5% | $8,444-84.3% | $11,429-88.4% |