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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 | $201,861 | $93,117+116.8% | $77,096+161.8% | $134,532+50.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -16.58% | 62.67%-79.2pp | 42.35%-58.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,275 | $3,420-62.7% | $2,814-54.7% | $4,741-73.1% |
| Participant deferral / active EE | $5,206 | $5,241-0.7% | $4,429+17.5% | $6,401-18.7% |
| Admin fee / account holder | $2,104 | $6,948-69.7% | $5,428-61.2% | $11,429-81.6% |