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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 | $77,345 | $54,380+42.2% | $68,509+12.9% | $59,633+29.7% |
| Participation rate | 67.3% | 70.2%-2.9pp | 74.7%-7.5pp | 68.7%-1.4pp |
| Annual return | -2.13% | 2.83%-5.0pp | 8.27%-10.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $313 | $1,539-79.7% | $2,278-86.3% | $2,203-85.8% |
| Participant deferral / active EE | $4,023 | $2,643+52.2% | $3,382+18.9% | $3,192+26.1% |
| Admin fee / account holder | $2,610 | $3,885-32.8% | $5,275-50.5% | $4,297-39.3% |