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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 | $190,648 | $95,188+100.3% | $76,518+149.2% | $135,379+40.8% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -6.38% | 4.85%-11.2pp | -0.27%-6.1pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,197 | $3,303-33.5% | $2,647-17.0% | $4,779-54.0% |
| Participant deferral / active EE | $2,780 | $4,640-40.1% | $3,836-27.5% | $5,609-50.4% |
| Admin fee / account holder | $60,476 | $6,249+867.8% | $4,849+1147.3% | $10,828+458.5% |