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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 | $137,470 | $91,536+50.2% | $130,062+5.7% | $75,177+82.9% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 13.07% | -631.62%+644.7pp | -137.37%+150.4pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,805 | $2,845-36.5% | $4,322-58.2% | $2,671-32.4% |
| Participant deferral / active EE | $3,606 | $4,343-17.0% | $5,821-38.0% | $4,126-12.6% |
| Admin fee / account holder | $3,457 | $6,780-49.0% | $10,601-67.4% | $5,651-38.8% |