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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 | $114,458 | $78,694+45.4% | $67,652+69.2% | $125,389-8.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -2.34% | 9.46%-11.8pp | 6625.40%-6627.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,202 | $3,044-27.6% | $2,266-2.8% | $4,866-54.7% |
| Participant deferral / active EE | $7,803 | $4,292+81.8% | $3,560+119.2% | $5,352+45.8% |
| Admin fee / account holder | $648 | $7,403-91.2% | $4,821-86.6% | $9,541-93.2% |