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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 | $133,722 | $133,998-0.2% | $112,263+19.1% | $134,545-0.6% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -14.22% | 47.17%-61.4pp | 27.49%-41.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,692 | $4,040-58.1% | $3,636-53.5% | $4,742-64.3% |
| Participant deferral / active EE | $5,960 | $5,292+12.6% | $4,729+26.0% | $6,401-6.9% |
| Admin fee / account holder | $389 | $7,493-94.8% | $6,410-93.9% | $11,431-96.6% |