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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 | $145,283 | $133,998+8.4% | $112,263+29.4% | $134,545+8.0% |
| Participation rate | 52.4% | 78.6%-26.2pp | 75.1%-22.7pp | 81.2%-28.9pp |
| Annual return | -16.06% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $1,314 | $4,040-67.5% | $3,636-63.9% | $4,742-72.3% |
| Participant deferral / active EE | $4,724 | $5,292-10.7% | $4,729-0.1% | $6,401-26.2% |
| Admin fee / account holder | $4,097 | $7,493-45.3% | $6,410-36.1% | $11,431-64.2% |