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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 | $182,624 | $167,352+9.1% | $143,788+27.0% | $134,509+35.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -16.06% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,227 | $5,620-78.2% | $4,952-75.2% | $4,741-74.1% |
| Participant deferral / active EE | $2,933 | $6,447-54.5% | $5,638-48.0% | $6,400-54.2% |
| Admin fee / account holder | $1,405 | $18,091-92.2% | $14,675-90.4% | $11,427-87.7% |