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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 | $158,228 | $72,404+118.5% | $110,243+43.5% | $64,173+146.6% |
| Participation rate | 69.0% | 73.3%-4.4pp | 79.8%-10.9pp | 69.6%-0.6pp |
| Annual return | -3.38% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,948 | $2,282-14.6% | $3,827-49.1% | $2,381-18.2% |
| Participant deferral / active EE | $7,756 | $3,469+123.6% | $4,672+66.0% | $3,470+123.5% |
| Admin fee / account holder | $1,421 | $5,664-74.9% | $8,548-83.4% | $4,887-70.9% |