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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 | $199,305 | $142,392+40.0% | $119,622+66.6% | $134,532+48.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -15.57% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,181 | $5,224-58.3% | $4,232-48.5% | $4,741-54.0% |
| Participant deferral / active EE | $9,110 | $6,467+40.9% | $5,601+62.7% | $6,401+42.3% |
| Admin fee / account holder | $3,173 | $13,593-76.7% | $10,328-69.3% | $11,429-72.2% |