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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 | $208,845 | $142,361+46.7% | $119,608+74.6% | $134,509+55.3% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -14.66% | -12.46%-2.2pp | -14.98%+0.3pp | 418.13%-432.8pp |
| Employer contribution / active EE | $3,025 | $5,224-42.1% | $4,232-28.5% | $4,741-36.2% |
| Participant deferral / active EE | $4,177 | $6,468-35.4% | $5,601-25.4% | $6,400-34.7% |
| Admin fee / account holder | $86,646 | $13,588+537.7% | $10,326+739.1% | $11,427+658.3% |