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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 | $114,423 | $167,353-31.6% | $143,797-20.4% | $134,545-15.0% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -12.05% | 0.48%-12.5pp | -0.04%-12.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $1,262 | $5,620-77.6% | $4,952-74.5% | $4,742-73.4% |
| Participant deferral / active EE | $4,850 | $6,447-24.8% | $5,638-14.0% | $6,401-24.2% |
| Admin fee / account holder | $14,378 | $18,096-20.5% | $14,679-2.1% | $11,431+25.8% |