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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 | $108,764 | $57,352+89.6% | $83,831+29.7% | $64,173+69.5% |
| Participation rate | 35.4% | 68.6%-33.2pp | 76.1%-40.7pp | 69.6%-34.2pp |
| Annual return | -8.45% | 11.38%-19.8pp | 850.99%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,799 | $2,993-39.9% | $4,082-55.9% | $3,470-48.1% |
| Admin fee / account holder | $614 | $4,046-84.8% | $5,479-88.8% | $4,887-87.4% |