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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 | $204,454 | $167,352+22.2% | $143,788+42.2% | $134,509+52.0% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -15.82% | 0.47%-16.3pp | -0.03%-15.8pp | 418.13%-434.0pp |
| Employer contribution / active EE | $2,371 | $5,620-57.8% | $4,952-52.1% | $4,741-50.0% |
| Participant deferral / active EE | $5,513 | $6,447-14.5% | $5,638-2.2% | $6,400-13.9% |
| Admin fee / account holder | $7,838 | $18,091-56.7% | $14,675-46.6% | $11,427-31.4% |