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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 | $158,302 | $149,333+6.0% | $106,387+48.8% | $135,380+16.9% |
| Participation rate | 55.6% | 81.5%-25.9pp | 77.5%-21.9pp | 82.6%-27.1pp |
| Annual return | -4.32% | 0.52%-4.8pp | 0.25%-4.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,545 | $4,984-69.0% | $3,520-56.1% | $4,779-67.7% |
| Participant deferral / active EE | $2,785 | $7,230-61.5% | $5,421-48.6% | $5,609-50.3% |
| Admin fee / account holder | $808 | $15,952-94.9% | $7,510-89.2% | $10,828-92.5% |