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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 | $191,832 | $167,362+14.6% | $143,799+33.4% | $134,532+42.6% |
| Participation rate | 59.1% | 84.8%-25.7pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -14.66% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,337 | $5,620-76.2% | $4,952-73.0% | $4,741-71.8% |
| Participant deferral / active EE | $2,429 | $6,447-62.3% | $5,638-56.9% | $6,401-62.1% |
| Admin fee / account holder | $2,682 | $18,094-85.2% | $14,677-81.7% | $11,429-76.5% |