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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 | $119,095 | $81,258+46.6% | $105,218+13.2% | $59,633+99.7% |
| Participation rate | 64.4% | 75.4%-11.0pp | 77.2%-12.8pp | 68.7%-4.3pp |
| Annual return | -0.99% | 1.96%-2.9pp | 5.33%-6.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,787 | $3,881+152.1% | $4,867+101.1% | $3,192+206.6% |
| Admin fee / account holder | $5,672 | $5,841-2.9% | $6,992-18.9% | $4,297+32.0% |