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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 | $143,831 | $95,917+50.0% | $79,583+80.7% | $134,545+6.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -0.57% | -2.70%+2.1pp | 0.16%-0.7pp | 418.37%-418.9pp |
| Employer contribution / active EE | $1,425 | $3,129-54.5% | $2,414-41.0% | $4,742-69.9% |
| Participant deferral / active EE | $2,671 | $4,694-43.1% | $3,986-33.0% | $6,401-58.3% |
| Admin fee / account holder | $4,595 | $9,132-49.7% | $6,835-32.8% | $11,431-59.8% |