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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 | $98,609 | $72,177+36.6% | $115,038-14.3% | $59,633+65.4% |
| Participation rate | 25.9% | 72.6%-46.6pp | 81.4%-55.4pp | 68.7%-42.7pp |
| Annual return | 0.22% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $697 | $2,841-75.5% | $4,608-84.9% | $2,203-68.4% |
| Participant deferral / active EE | $2,892 | $4,783-39.5% | $6,026-52.0% | $3,192-9.4% |
| Admin fee / account holder | $16,715 | $4,927+239.3% | $8,175+104.5% | $4,297+289.0% |