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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 | $134,977 | $167,353-19.3% | $143,797-6.1% | $134,545+0.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.80% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,333 | $5,620-40.7% | $4,952-32.7% | $4,742-29.7% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $561 | $18,096-96.9% | $14,679-96.2% | $11,431-95.1% |