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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 | $179,194 | $167,352+7.1% | $143,788+24.6% | $134,509+33.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -17.43% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,697 | $5,620-69.8% | $4,952-65.7% | $4,741-64.2% |
| Participant deferral / active EE | $5,217 | $6,447-19.1% | $5,638-7.5% | $6,400-18.5% |
| Admin fee / account holder | $13,873 | $18,091-23.3% | $14,675-5.5% | $11,427+21.4% |