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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 | $193,417 | $142,392+35.8% | $119,622+61.7% | $134,532+43.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -6.68% | -12.46%+5.8pp | -14.98%+8.3pp | 418.27%-424.9pp |
| Employer contribution / active EE | $4,339 | $5,224-16.9% | $4,232+2.5% | $4,741-8.5% |
| Participant deferral / active EE | $11,890 | $6,467+83.9% | $5,601+112.3% | $6,401+85.8% |
| Admin fee / account holder | $926 | $13,593-93.2% | $10,328-91.0% | $11,429-91.9% |