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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 | $165,794 | $142,392+16.4% | $119,622+38.6% | $134,532+23.2% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.3%-59.3pp | 81.2%-61.2pp |
| Annual return | -18.05% | -12.46%-5.6pp | -14.98%-3.1pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,683 | $5,224-67.8% | $4,232-60.2% | $4,741-64.5% |
| Participant deferral / active EE | $4,100 | $6,467-36.6% | $5,601-26.8% | $6,401-35.9% |
| Admin fee / account holder | $1,323 | $13,593-90.3% | $10,328-87.2% | $11,429-88.4% |