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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 | $118,742 | $91,525+29.7% | $130,026-8.7% | $75,181+57.9% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 17.49% | -631.40%+648.9pp | -137.26%+154.7pp | 160.69%-143.2pp |
| Employer contribution / active EE | $3,868 | $2,844+36.0% | $4,321-10.5% | $2,671+44.8% |
| Participant deferral / active EE | $7,090 | $4,342+63.3% | $5,821+21.8% | $4,126+71.9% |
| Admin fee / account holder | $3,507 | $6,778-48.3% | $10,608-66.9% | $5,650-37.9% |