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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 | $158,544 | $142,409+11.3% | $119,634+32.5% | $134,545+17.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.37% | -12.46%-3.9pp | -14.98%-1.4pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,826 | $5,224-65.0% | $4,232-56.9% | $4,742-61.5% |
| Participant deferral / active EE | $4,502 | $6,468-30.4% | $5,601-19.6% | $6,401-29.7% |
| Admin fee / account holder | $6,314 | $13,594-53.6% | $10,329-38.9% | $11,431-44.8% |