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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 | $91,620 | $65,704+39.4% | $94,229-2.8% | $59,633+53.6% |
| Participation rate | 65.0% | 72.1%-7.1pp | 78.8%-13.8pp | 68.7%-3.7pp |
| Annual return | -1.71% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,432 | $3,143+9.2% | $4,320-20.6% | $3,192+7.5% |
| Admin fee / account holder | $2,082 | $4,265-51.2% | $6,269-66.8% | $4,297-51.5% |