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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 | $166,326 | $82,678+101.2% | $125,391+32.6% | $68,490+142.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -13.99% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,469 | $3,382-27.0% | $4,816-48.7% | $2,597-4.9% |
| Participant deferral / active EE | $4,173 | $6,111-31.7% | $7,448-44.0% | $4,028+3.6% |
| Admin fee / account holder | $11,206 | $6,277+78.5% | $10,009+12.0% | $5,403+107.4% |