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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 | $143,940 | $46,697+208.2% | $117,529+22.5% | $68,490+110.2% |
| Participation rate | 12.5% | 56.8%-44.3pp | 70.6%-58.1pp | 67.9%-55.4pp |
| Annual return | -17.54% | -14.52%-3.0pp | 29.77%-47.3pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,105 | $2,637-58.1% | $4,072-72.9% | $4,028-72.6% |
| Admin fee / account holder | $1,339 | $4,023-66.7% | $5,645-76.3% | $5,403-75.2% |