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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 | $149,423 | $167,353-10.7% | $143,797+3.9% | $134,545+11.1% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -17.25% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,118 | $5,620-62.3% | $4,952-57.2% | $4,742-55.3% |
| Participant deferral / active EE | $3,239 | $6,447-49.8% | $5,638-42.6% | $6,401-49.4% |
| Admin fee / account holder | $1,272 | $18,096-93.0% | $14,679-91.3% | $11,431-88.9% |