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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 | $151,376 | $142,409+6.3% | $119,634+26.5% | $134,545+12.5% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -15.24% | -12.46%-2.8pp | -14.98%-0.3pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,344 | $5,224-74.3% | $4,232-68.2% | $4,742-71.7% |
| Participant deferral / active EE | $4,148 | $6,468-35.9% | $5,601-25.9% | $6,401-35.2% |
| Admin fee / account holder | $1,630 | $13,594-88.0% | $10,329-84.2% | $11,431-85.7% |