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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 | $148,646 | $134,001+10.9% | $112,258+32.4% | $134,509+10.5% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -5.85% | 47.15%-53.0pp | 27.47%-33.3pp | 418.13%-424.0pp |
| Employer contribution / active EE | $1,718 | $4,039-57.5% | $3,636-52.8% | $4,741-63.8% |
| Participant deferral / active EE | $4,644 | $5,291-12.2% | $4,728-1.8% | $6,400-27.4% |
| Admin fee / account holder | $33,066 | $7,491+341.4% | $6,411+415.7% | $11,427+189.4% |