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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 | $86,656 | $52,678+64.5% | $75,784+14.3% | $59,633+45.3% |
| Participation rate | 44.1% | 67.2%-23.1pp | 75.8%-31.7pp | 68.7%-24.6pp |
| Annual return | 1.09% | 2.95%-1.9pp | 9.68%-8.6pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,168 | $2,591-54.9% | $3,652-68.0% | $3,192-63.4% |
| Admin fee / account holder | $2,766 | $3,610-23.4% | $5,300-47.8% | $4,297-35.6% |