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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 | $137,937 | $167,533-17.7% | $151,645-9.0% | $134,545+2.5% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -17.93% | 7.81%-25.7pp | 3.34%-21.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,600 | $6,828-76.6% | $6,165-74.0% | $4,742-66.3% |
| Participant deferral / active EE | $4,752 | $8,985-47.1% | $8,363-43.2% | $6,401-25.8% |
| Admin fee / account holder | $7,969 | $13,781-42.2% | $11,614-31.4% | $11,431-30.3% |