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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 | $133,145 | $95,193+39.9% | $76,523+74.0% | $135,382-1.7% |
| Participation rate | 31.8% | 74.4%-42.6pp | 68.0%-36.2pp | 82.6%-50.8pp |
| Annual return | -4.75% | 4.85%-9.6pp | -0.27%-4.5pp | 519.77%-524.5pp |
| Employer contribution / active EE | $596 | $3,302-82.0% | $2,647-77.5% | $4,779-87.5% |
| Participant deferral / active EE | $2,669 | $4,639-42.5% | $3,835-30.4% | $5,609-52.4% |
| Admin fee / account holder | $8,566 | $6,249+37.1% | $4,848+76.7% | $10,829-20.9% |