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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 | $146,517 | $131,835+11.1% | $108,582+34.9% | $273,972-46.5% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,897 | $4,913-61.4% | $3,758-49.5% | $4,869-61.0% |
| Participant deferral / active EE | $4,132 | $5,127-19.4% | $4,311-4.2% | $5,287-21.8% |
| Admin fee / account holder | $594 | $10,253-94.2% | $7,645-92.2% | $10,133-94.1% |