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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 | $84,409 | $49,177+71.6% | $79,466+6.2% | $64,173+31.5% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.6%-37.4pp |
| Annual return | -5.28% | -1.16%-4.1pp | 718.28%-723.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,044 | $2,821-63.0% | $3,704-71.8% | $3,470-69.9% |
| Admin fee / account holder | $6,374 | $3,839+66.1% | $5,104+24.9% | $4,887+30.4% |