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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 | $229,722 | $97,020+136.8% | $83,322+175.7% | $135,379+69.7% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -6.69% | 12.31%-19.0pp | 10.64%-17.3pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,995 | $4,144-3.6% | $3,379+18.2% | $4,779-16.4% |
| Participant deferral / active EE | $8,419 | $5,964+41.2% | $5,565+51.3% | $5,609+50.1% |
| Admin fee / account holder | $63,154 | $8,426+649.5% | $7,540+737.6% | $10,828+483.3% |