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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 | $214,325 | $134,001+59.9% | $112,258+90.9% | $134,509+59.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -14.54% | 47.15%-61.7pp | 27.47%-42.0pp | 418.13%-432.7pp |
| Employer contribution / active EE | $1,972 | $4,039-51.2% | $3,636-45.8% | $4,741-58.4% |
| Participant deferral / active EE | $8,637 | $5,291+63.2% | $4,728+82.7% | $6,400+34.9% |
| Admin fee / account holder | $1,820 | $7,491-75.7% | $6,411-71.6% | $11,427-84.1% |