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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 | $239,163 | $211,946+12.8% | $169,452+41.1% | $135,379+76.7% |
| Participation rate | 35.3% | 82.6%-47.3pp | 77.8%-42.5pp | 82.6%-47.3pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,510 | $5,117-70.5% | $4,157-63.7% | $4,779-68.4% |
| Participant deferral / active EE | $2,950 | $6,075-51.4% | $5,277-44.1% | $5,609-47.4% |
| Admin fee / account holder | $5,907 | $11,472-48.5% | $9,110-35.2% | $10,828-45.4% |