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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 | $145,490 | $95,915+51.7% | $79,580+82.8% | $134,532+8.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -16.23% | -2.71%-13.5pp | 0.15%-16.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,045 | $3,129-66.6% | $2,413-56.7% | $4,741-78.0% |
| Participant deferral / active EE | $1,645 | $4,693-64.9% | $3,985-58.7% | $6,401-74.3% |
| Admin fee / account holder | $1,834 | $9,132-79.9% | $6,835-73.2% | $11,429-84.0% |