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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 | $199,074 | $131,835+51.0% | $108,582+83.3% | $273,972-27.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 7.34% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,560 | $4,913-47.9% | $3,758-31.9% | $4,869-47.4% |
| Participant deferral / active EE | $16,000 | $5,127+212.0% | $4,311+271.1% | $5,287+202.6% |
| Admin fee / account holder | $2,987 | $10,253-70.9% | $7,645-60.9% | $10,133-70.5% |