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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 | $120,889 | $167,352-27.8% | $143,788-15.9% | $134,509-10.1% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -15.46% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,919 | $5,620-65.8% | $4,952-61.2% | $4,741-59.5% |
| Participant deferral / active EE | $5,022 | $6,447-22.1% | $5,638-10.9% | $6,400-21.5% |
| Admin fee / account holder | $60,028 | $18,091+231.8% | $14,675+309.0% | $11,427+425.3% |