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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 | $106,979 | $72,177+48.2% | $115,038-7.0% | $59,633+79.4% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -0.63% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,709 | $4,783-43.4% | $6,026-55.0% | $3,192-15.1% |
| Admin fee / account holder | $3,519 | $4,927-28.6% | $8,175-57.0% | $4,297-18.1% |