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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 | $152,639 | $167,352-8.8% | $143,788+6.2% | $134,509+13.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,714 | $5,620-69.5% | $4,952-65.4% | $4,741-63.8% |
| Participant deferral / active EE | $6,127 | $6,447-5.0% | $5,638+8.7% | $6,400-4.3% |
| Admin fee / account holder | $1,705 | $18,091-90.6% | $14,675-88.4% | $11,427-85.1% |