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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 | $124,188 | $95,867+29.5% | $79,551+56.1% | $134,493-7.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -9.04% | -2.73%-6.3pp | 0.14%-9.2pp | 418.01%-427.1pp |
| Employer contribution / active EE | $2,011 | $3,128-35.7% | $2,413-16.7% | $4,740-57.6% |
| Participant deferral / active EE | $26,740 | $4,692+469.9% | $3,985+571.1% | $6,400+317.8% |
| Admin fee / account holder | $875 | $9,127-90.4% | $6,833-87.2% | $11,425-92.3% |