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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 | $187,001 | $95,917+95.0% | $79,583+135.0% | $134,545+39.0% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -6.54% | -2.70%-3.8pp | 0.16%-6.7pp | 418.37%-424.9pp |
| Employer contribution / active EE | $1,153 | $3,129-63.1% | $2,414-52.2% | $4,742-75.7% |
| Participant deferral / active EE | $3,522 | $4,694-25.0% | $3,986-11.6% | $6,401-45.0% |
| Admin fee / account holder | $638 | $9,132-93.0% | $6,835-90.7% | $11,431-94.4% |