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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 | $212,592 | $92,219+130.5% | $76,768+176.9% | $135,379+57.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -1.48% | 5.46%-6.9pp | 2.43%-3.9pp | 519.79%-521.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,963 | $4,508-56.5% | $3,852-49.0% | $5,609-65.0% |
| Admin fee / account holder | $7,284 | $10,749-32.2% | $6,675+9.1% | $10,828-32.7% |