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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 | $130,601 | $142,358-8.3% | $119,615+9.2% | $134,493-2.9% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -14.20% | -12.46%-1.7pp | -14.98%+0.8pp | 418.01%-432.2pp |
| Employer contribution / active EE | $2,696 | $5,223-48.4% | $4,232-36.3% | $4,740-43.1% |
| Participant deferral / active EE | $7,104 | $6,470+9.8% | $5,602+26.8% | $6,400+11.0% |
| Admin fee / account holder | $6,110 | $13,585-55.0% | $10,324-40.8% | $11,425-46.5% |