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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 | $72,191 | $65,704+9.9% | $94,229-23.4% | $59,633+21.1% |
| Participation rate | 65.2% | 72.1%-6.9pp | 78.8%-13.6pp | 68.7%-3.5pp |
| Annual return | -0.22% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,127 | $3,143-32.3% | $4,320-50.8% | $3,192-33.3% |
| Admin fee / account holder | $3,663 | $4,265-14.1% | $6,269-41.6% | $4,297-14.7% |