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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 | $197,105 | $167,352+17.8% | $143,788+37.1% | $134,509+46.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -19.01% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,962 | $5,620-65.1% | $4,952-60.4% | $4,741-58.6% |
| Participant deferral / active EE | $7,445 | $6,447+15.5% | $5,638+32.1% | $6,400+16.3% |
| Admin fee / account holder | $1,035 | $18,091-94.3% | $14,675-92.9% | $11,427-90.9% |