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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 | $184,711 | $95,915+92.6% | $79,580+132.1% | $134,532+37.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -12.52% | -2.71%-9.8pp | 0.15%-12.7pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,180 | $3,129-62.3% | $2,413-51.1% | $4,741-75.1% |
| Participant deferral / active EE | $1,382 | $4,693-70.6% | $3,985-65.3% | $6,401-78.4% |
| Admin fee / account holder | $7,109 | $9,132-22.2% | $6,835+4.0% | $11,429-37.8% |