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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 | $155,438 | $167,362-7.1% | $143,799+8.1% | $134,532+15.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -12.32% | 0.47%-12.8pp | -0.04%-12.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,515 | $5,620-55.2% | $4,952-49.2% | $4,741-46.9% |
| Participant deferral / active EE | $9,079 | $6,447+40.8% | $5,638+61.0% | $6,401+41.8% |
| Admin fee / account holder | $1,684 | $18,094-90.7% | $14,677-88.5% | $11,429-85.3% |