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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 | $207,929 | $73,863+181.5% | $143,797+44.6% | $68,490+203.6% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -16.24% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,123 | $3,185-64.7% | $4,952-77.3% | $2,597-56.7% |
| Participant deferral / active EE | $4,052 | $3,385+19.7% | $5,638-28.1% | $4,028+0.6% |
| Admin fee / account holder | $34,688 | $5,756+502.6% | $14,679+136.3% | $5,403+542.0% |