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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 | $75,727 | $52,911+43.1% | $73,309+3.3% | $59,633+27.0% |
| Participation rate | 69.4% | 68.2%+1.2pp | 74.9%-5.5pp | 68.7%+0.8pp |
| Annual return | -0.76% | 12.20%-13.0pp | 5.67%-6.4pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,570 | $4,069+61.5% | $4,991+31.6% | $3,192+105.9% |
| Admin fee / account holder | $903 | $3,835-76.4% | $5,635-84.0% | $4,297-79.0% |