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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 | $152,804 | $167,352-8.7% | $143,788+6.3% | $134,509+13.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -11.04% | 0.47%-11.5pp | -0.03%-11.0pp | 418.13%-429.2pp |
| Employer contribution / active EE | $2,840 | $5,620-49.5% | $4,952-42.7% | $4,741-40.1% |
| Participant deferral / active EE | $6,075 | $6,447-5.8% | $5,638+7.8% | $6,400-5.1% |
| Admin fee / account holder | $4,277 | $18,091-76.4% | $14,675-70.9% | $11,427-62.6% |