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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 | $177,872 | $133,981+32.8% | $112,249+58.5% | $134,532+32.2% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -16.48% | 47.16%-63.6pp | 27.48%-44.0pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,661 | $5,292-49.7% | $4,729-43.7% | $6,401-58.4% |
| Admin fee / account holder | $1,354 | $7,492-81.9% | $6,412-78.9% | $11,429-88.2% |