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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 | $173,971 | $129,960+33.9% | $104,299+66.8% | $134,545+29.3% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -18.00% | 42.06%-60.1pp | 24.62%-42.6pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,138 | $4,186-72.8% | $3,373-66.3% | $4,742-76.0% |
| Participant deferral / active EE | $3,161 | $5,589-43.4% | $4,626-31.7% | $6,401-50.6% |
| Admin fee / account holder | $604 | $9,324-93.5% | $7,339-91.8% | $11,431-94.7% |