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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 | $108,593 | $78,425+38.5% | $95,956+13.2% | $79,858+36.0% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,041 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $29,652 | $5,622+427.4% | $6,797+336.3% | $5,306+458.8% |