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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 | $132,313 | $100,805+31.3% | $86,698+52.6% | $134,532-1.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -17.25% | 29.09%-46.3pp | 35.95%-53.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,508 | $5,339+40.6% | $4,656+61.3% | $6,401+17.3% |
| Admin fee / account holder | $1,591 | $10,925-85.4% | $7,493-78.8% | $11,429-86.1% |