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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 | $140,627 | $95,979+46.5% | $74,551+88.6% | $135,380+3.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.00% | 56.97%-65.0pp | 32.53%-40.5pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,556 | $2,716-42.7% | $1,961-20.7% | $4,779-67.5% |
| Participant deferral / active EE | $6,982 | $3,844+81.6% | $3,108+124.6% | $5,609+24.5% |
| Admin fee / account holder | $456 | $6,522-93.0% | $5,059-91.0% | $10,828-95.8% |