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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 | $142,892 | $167,352-14.6% | $143,788-0.6% | $134,509+6.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -10.33% | 0.47%-10.8pp | -0.03%-10.3pp | 418.13%-428.5pp |
| Employer contribution / active EE | $2,007 | $5,620-64.3% | $4,952-59.5% | $4,741-57.7% |
| Participant deferral / active EE | $7,130 | $6,447+10.6% | $5,638+26.5% | $6,400+11.4% |
| Admin fee / account holder | $2,981 | $18,091-83.5% | $14,675-79.7% | $11,427-73.9% |