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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 | $187,532 | $167,362+12.1% | $143,799+30.4% | $134,532+39.4% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -17.41% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,394 | $5,620-75.2% | $4,952-71.9% | $4,741-70.6% |
| Participant deferral / active EE | $5,106 | $6,447-20.8% | $5,638-9.4% | $6,401-20.2% |
| Admin fee / account holder | $3,020 | $18,094-83.3% | $14,677-79.4% | $11,429-73.6% |