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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 | $154,278 | $91,536+68.5% | $130,062+18.6% | $75,177+105.2% |
| Participation rate | 55.6% | 71.5%-15.9pp | 78.5%-23.0pp | 67.2%-11.6pp |
| Annual return | 18.19% | -631.62%+649.8pp | -137.37%+155.6pp | 160.75%-142.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,256 | $4,343-48.0% | $5,821-61.2% | $4,126-45.3% |
| Admin fee / account holder | $2,318 | $6,780-65.8% | $10,601-78.1% | $5,651-59.0% |