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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 | $146,930 | $167,353-12.2% | $143,797+2.2% | $134,545+9.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -2.16% | 0.48%-2.6pp | -0.04%-2.1pp | 418.37%-420.5pp |
| Employer contribution / active EE | $1,997 | $5,620-64.5% | $4,952-59.7% | $4,742-57.9% |
| Participant deferral / active EE | $9,048 | $6,447+40.3% | $5,638+60.5% | $6,401+41.3% |
| Admin fee / account holder | $300 | $18,096-98.3% | $14,679-98.0% | $11,431-97.4% |