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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 | $175,649 | $100,811+74.2% | $86,698+102.6% | $134,545+30.6% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -7.58% | 29.11%-36.7pp | 35.96%-43.5pp | 418.37%-425.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,948 | $5,339-26.1% | $4,656-15.2% | $6,401-38.3% |
| Admin fee / account holder | $61,950 | $10,926+467.0% | $7,492+726.9% | $11,431+442.0% |