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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 | $160,505 | $95,979+67.2% | $74,551+115.3% | $135,380+18.6% |
| Participation rate | 43.8% | 75.7%-31.9pp | 69.1%-25.4pp | 82.6%-38.9pp |
| Annual return | -2.73% | 56.97%-59.7pp | 32.53%-35.3pp | 519.81%-522.5pp |
| Employer contribution / active EE | $755 | $2,716-72.2% | $1,961-61.5% | $4,779-84.2% |
| Participant deferral / active EE | $1,450 | $3,844-62.3% | $3,108-53.4% | $5,609-74.2% |
| Admin fee / account holder | $3,954 | $6,522-39.4% | $5,059-21.8% | $10,828-63.5% |