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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 | $136,082 | $52,678+158.3% | $75,784+79.6% | $59,633+128.2% |
| Participation rate | 65.7% | 67.2%-1.5pp | 75.8%-10.1pp | 68.7%-3.0pp |
| Annual return | -0.39% | 2.95%-3.3pp | 9.68%-10.1pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,214 | $2,591+62.7% | $3,652+15.4% | $3,192+32.0% |
| Admin fee / account holder | $17,290 | $3,610+378.9% | $5,300+226.2% | $4,297+302.4% |