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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 | $155,292 | $167,504-7.3% | $151,628+2.4% | $134,509+15.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.30% | 7.81%-26.1pp | 3.34%-21.6pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,752 | $6,828-45.0% | $6,165-39.1% | $4,741-20.8% |
| Participant deferral / active EE | $4,747 | $8,985-47.2% | $8,363-43.2% | $6,400-25.8% |
| Admin fee / account holder | $1,318 | $13,779-90.4% | $11,613-88.7% | $11,427-88.5% |