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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 | $88,096 | $72,177+22.1% | $115,037-23.4% | $59,633+47.7% |
| Participation rate | 62.2% | 72.6%-10.4pp | 81.4%-19.2pp | 68.7%-6.5pp |
| Annual return | -0.97% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,924 | $4,783+2.9% | $6,026-18.3% | $3,192+54.3% |
| Admin fee / account holder | $5,343 | $4,927+8.4% | $8,175-34.6% | $4,297+24.3% |