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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 | $162,574 | $133,981+21.3% | $112,249+44.8% | $134,532+20.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -20.15% | 47.16%-67.3pp | 27.48%-47.6pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,449 | $4,040-64.1% | $3,636-60.1% | $4,741-69.4% |
| Participant deferral / active EE | $5,613 | $5,292+6.1% | $4,729+18.7% | $6,401-12.3% |
| Admin fee / account holder | $5,435 | $7,492-27.4% | $6,412-15.2% | $11,429-52.4% |