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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 | $174,156 | $167,362+4.1% | $143,799+21.1% | $134,532+29.5% |
| Participation rate | 19.0% | 84.8%-65.8pp | 80.3%-61.3pp | 81.2%-62.2pp |
| Annual return | -18.18% | 0.47%-18.7pp | -0.04%-18.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,507 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $5,488 | $6,447-14.9% | $5,638-2.7% | $6,401-14.3% |
| Admin fee / account holder | $5,329 | $18,094-70.6% | $14,677-63.7% | $11,429-53.4% |