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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 | $97,794 | $72,177+35.5% | $115,038-15.0% | $59,633+64.0% |
| Participation rate | 56.8% | 72.6%-15.7pp | 81.4%-24.5pp | 68.7%-11.9pp |
| Annual return | 0.89% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,353 | $4,783-29.9% | $6,026-44.4% | $3,192+5.1% |
| Admin fee / account holder | $8,478 | $4,927+72.1% | $8,175+3.7% | $4,297+97.3% |