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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 | $129,786 | $57,352+126.3% | $83,830+54.8% | $64,173+102.2% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.97%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,468 | $2,546-42.3% | $3,631-59.6% | $2,381-38.3% |
| Participant deferral / active EE | $2,953 | $2,993-1.4% | $4,082-27.7% | $3,470-14.9% |
| Admin fee / account holder | $6,940 | $4,046+71.5% | $5,479+26.7% | $4,887+42.0% |