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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 | $214,950 | $167,353+28.4% | $143,797+49.5% | $134,545+59.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.98% | 0.48%-20.5pp | -0.04%-19.9pp | 418.37%-438.4pp |
| Employer contribution / active EE | $5,371 | $5,620-4.4% | $4,952+8.5% | $4,742+13.3% |
| Participant deferral / active EE | $11,561 | $6,447+79.3% | $5,638+105.0% | $6,401+80.6% |
| Admin fee / account holder | $5,004 | $18,096-72.3% | $14,679-65.9% | $11,431-56.2% |