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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 | $144,672 | $211,946-31.7% | $169,452-14.6% | $135,380+6.9% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -3.39% | 3.26%-6.7pp | 1.83%-5.2pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,264 | $5,117-55.8% | $4,157-45.5% | $4,779-52.6% |
| Participant deferral / active EE | $7,484 | $6,075+23.2% | $5,277+41.8% | $5,609+33.4% |
| Admin fee / account holder | $39,099 | $11,472+240.8% | $9,110+329.2% | $10,828+261.1% |