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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 | $208,329 | $91,537+127.6% | $130,045+60.2% | $75,173+177.1% |
| Participation rate | 44.8% | 71.5%-26.6pp | 78.5%-33.7pp | 67.2%-22.4pp |
| Annual return | 21.54% | -631.55%+653.1pp | -137.30%+158.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $744 | $2,845-73.8% | $4,321-82.8% | $2,671-72.1% |
| Participant deferral / active EE | $5,033 | $4,343+15.9% | $5,820-13.5% | $4,126+22.0% |
| Admin fee / account holder | $519 | $6,780-92.3% | $10,600-95.1% | $5,651-90.8% |