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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 | $203,262 | $167,353+21.5% | $143,797+41.4% | $134,545+51.1% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -15.96% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,161 | $5,620-79.4% | $4,952-76.6% | $4,742-75.5% |
| Participant deferral / active EE | $3,929 | $6,447-39.1% | $5,638-30.3% | $6,401-38.6% |
| Admin fee / account holder | $3,055 | $18,096-83.1% | $14,679-79.2% | $11,431-73.3% |