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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 | $196,674 | $211,946-7.2% | $169,452+16.1% | $135,382+45.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -2.06% | 3.26%-5.3pp | 1.83%-3.9pp | 519.77%-521.8pp |
| Employer contribution / active EE | $620 | $5,117-87.9% | $4,157-85.1% | $4,779-87.0% |
| Participant deferral / active EE | $1,549 | $6,075-74.5% | $5,277-70.7% | $5,609-72.4% |
| Admin fee / account holder | $3,291 | $11,472-71.3% | $9,110-63.9% | $10,829-69.6% |