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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 | $170,078 | $134,001+26.9% | $112,258+51.5% | $134,509+26.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.70% | 47.15%-60.8pp | 27.47%-41.2pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,746 | $4,039-56.8% | $3,636-52.0% | $4,741-63.2% |
| Participant deferral / active EE | $8,920 | $5,291+68.6% | $4,728+88.6% | $6,400+39.4% |
| Admin fee / account holder | $1,681 | $7,491-77.6% | $6,411-73.8% | $11,427-85.3% |