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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 | $190,412 | $131,835+44.4% | $108,582+75.4% | $273,972-30.5% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 3.26% | -91.57%+94.8pp | -51.70%+55.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,050 | $4,913-58.3% | $3,758-45.5% | $4,869-57.9% |
| Participant deferral / active EE | $7,050 | $5,127+37.5% | $4,311+63.5% | $5,287+33.3% |
| Admin fee / account holder | $12,538 | $10,253+22.3% | $7,645+64.0% | $10,133+23.7% |