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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 | $131,489 | $90,467+45.3% | $93,759+40.2% | $134,509-2.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -13.11% | -15.72%+2.6pp | -11.33%-1.8pp | 418.13%-431.2pp |
| Employer contribution / active EE | $3,343 | $4,345-23.1% | $4,324-22.7% | $4,741-29.5% |
| Participant deferral / active EE | $12,392 | $5,980+107.2% | $6,096+103.3% | $6,400+93.6% |
| Admin fee / account holder | $5,387 | $9,258-41.8% | $7,197-25.1% | $11,427-52.9% |