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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 | $127,937 | $57,350+123.1% | $83,850+52.6% | $64,181+99.3% |
| Participation rate | 64.7% | 68.6%-3.9pp | 76.1%-11.4pp | 69.6%-4.9pp |
| Annual return | -4.63% | 11.38%-16.0pp | 850.92%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,729 | $2,993+58.0% | $4,082+15.8% | $3,470+36.3% |
| Admin fee / account holder | $4,749 | $4,046+17.4% | $5,478-13.3% | $4,887-2.8% |