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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 | $161,656 | $105,867+52.7% | $90,760+78.1% | $134,532+20.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -16.30% | -10.99%-5.3pp | -12.16%-4.1pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,681 | $3,464+6.3% | $2,922+26.0% | $4,741-22.3% |
| Participant deferral / active EE | $7,395 | $5,217+41.7% | $4,565+62.0% | $6,401+15.5% |
| Admin fee / account holder | $621 | $13,936-95.5% | $8,444-92.6% | $11,429-94.6% |