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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 | $207,280 | $82,674+150.7% | $125,381+65.3% | $68,486+202.7% |
| Participation rate | 55.0% | 75.1%-20.1pp | 82.4%-27.4pp | 67.9%-12.9pp |
| Annual return | -10.38% | -5.97%-4.4pp | 572.31%-582.7pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,768 | $3,382-47.7% | $4,815-63.3% | $2,597-31.9% |
| Participant deferral / active EE | $5,530 | $6,111-9.5% | $7,448-25.7% | $4,028+37.3% |
| Admin fee / account holder | $583 | $6,277-90.7% | $10,007-94.2% | $5,404-89.2% |