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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 | $157,376 | $133,981+17.5% | $112,249+40.2% | $134,532+17.0% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -17.34% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,494 | $4,040-38.3% | $3,636-31.4% | $4,741-47.4% |
| Participant deferral / active EE | $7,038 | $5,292+33.0% | $4,729+48.8% | $6,401+10.0% |
| Admin fee / account holder | $555 | $7,492-92.6% | $6,412-91.3% | $11,429-95.1% |