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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 | $183,838 | $127,386+44.3% | $115,037+59.8% | $125,388+46.6% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -2.71% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,823 | $5,166-45.4% | $4,608-38.7% | $4,866-42.0% |
| Participant deferral / active EE | $8,692 | $6,423+35.3% | $6,026+44.2% | $5,352+62.4% |
| Admin fee / account holder | $20,473 | $9,516+115.1% | $8,175+150.4% | $9,541+114.6% |