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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 | $81,122 | $52,911+53.3% | $73,309+10.7% | $59,633+36.0% |
| Participation rate | 22.5% | 68.2%-45.7pp | 74.9%-52.4pp | 68.7%-46.2pp |
| Annual return | -2.23% | 12.20%-14.4pp | 5.67%-7.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,161 | $4,069-22.3% | $4,991-36.7% | $3,192-1.0% |
| Admin fee / account holder | $3,780 | $3,835-1.4% | $5,635-32.9% | $4,297-12.0% |