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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 | $216,350 | $81,870+164.3% | $119,622+80.9% | $68,486+215.9% |
| Participation rate | 4.0% | 71.9%-67.9pp | 79.3%-75.3pp | 67.9%-63.9pp |
| Annual return | 3.76% | -23.82%+27.6pp | -14.98%+18.7pp | -7.85%+11.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,482 | $6,583-31.9% | $10,328-56.6% | $5,404-17.1% |