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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 | $113,058 | $52,678+114.6% | $75,784+49.2% | $59,633+89.6% |
| Participation rate | 48.6% | 67.2%-18.6pp | 75.8%-27.2pp | 68.7%-20.0pp |
| Annual return | -0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $450 | $2,193-79.5% | $3,323-86.5% | $2,203-79.6% |
| Participant deferral / active EE | $1,886 | $2,591-27.2% | $3,652-48.3% | $3,192-40.9% |
| Admin fee / account holder | $3,463 | $3,610-4.1% | $5,300-34.7% | $4,297-19.4% |