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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 | $154,790 | $82,288+88.1% | $68,794+125.0% | $134,509+15.1% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.0%-22.0pp | 81.2%-34.2pp |
| Annual return | -11.02% | -2.19%-8.8pp | -6.37%-4.6pp | 418.13%-429.2pp |
| Employer contribution / active EE | $1,890 | $3,301-42.7% | $2,656-28.8% | $4,741-60.1% |
| Participant deferral / active EE | $5,249 | $4,738+10.8% | $3,941+33.2% | $6,400-18.0% |
| Admin fee / account holder | $12,582 | $6,482+94.1% | $4,934+155.0% | $11,427+10.1% |