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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 | $139,564 | $167,362-16.6% | $143,799-2.9% | $134,532+3.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -8.55% | 0.47%-9.0pp | -0.04%-8.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $2,102 | $5,620-62.6% | $4,952-57.6% | $4,741-55.7% |
| Participant deferral / active EE | $4,157 | $6,447-35.5% | $5,638-26.3% | $6,401-35.1% |
| Admin fee / account holder | $8,847 | $18,094-51.1% | $14,677-39.7% | $11,429-22.6% |