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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 | $215,324 | $133,981+60.7% | $112,249+91.8% | $134,532+60.1% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -18.69% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,139 | $4,040-71.8% | $3,636-68.7% | $4,741-76.0% |
| Participant deferral / active EE | $6,628 | $5,292+25.3% | $4,729+40.2% | $6,401+3.6% |
| Admin fee / account holder | $1,979 | $7,492-73.6% | $6,412-69.1% | $11,429-82.7% |