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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 | $81,225 | $52,678+54.2% | $75,784+7.2% | $59,633+36.2% |
| Participation rate | 55.0% | 67.2%-12.2pp | 75.8%-20.8pp | 68.7%-13.7pp |
| Annual return | 0.16% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,673 | $2,591+3.2% | $3,652-26.8% | $3,192-16.2% |
| Admin fee / account holder | $8,673 | $3,610+140.2% | $5,300+63.6% | $4,297+101.8% |