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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 | $177,601 | $175,646+1.1% | $129,118+37.5% | $134,545+32.0% |
| Participation rate | 52.2% | 81.6%-29.4pp | 77.2%-25.1pp | 81.2%-29.1pp |
| Annual return | -18.37% | -11.39%-7.0pp | -10.94%-7.4pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,980 | $6,355-68.9% | $5,051-60.8% | $4,742-58.3% |
| Participant deferral / active EE | $5,634 | $7,970-29.3% | $6,539-13.8% | $6,401-12.0% |
| Admin fee / account holder | $4,331 | $23,578-81.6% | $14,305-69.7% | $11,431-62.1% |