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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 | $86,018 | $52,911+62.6% | $73,309+17.3% | $59,633+44.2% |
| Participation rate | 59.4% | 68.2%-8.8pp | 74.9%-15.5pp | 68.7%-9.3pp |
| Annual return | -0.47% | 12.20%-12.7pp | 5.67%-6.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,058 | $4,069+98.0% | $4,991+61.5% | $3,192+152.5% |
| Admin fee / account holder | $4,930 | $3,835+28.6% | $5,635-12.5% | $4,297+14.7% |