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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 | $78,932 | $54,380+45.1% | $68,509+15.2% | $59,633+32.4% |
| Participation rate | 37.1% | 70.2%-33.0pp | 74.7%-37.6pp | 68.7%-31.5pp |
| Annual return | -0.06% | 2.83%-2.9pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,456 | $1,539-5.3% | $2,278-36.1% | $2,203-33.9% |
| Participant deferral / active EE | $3,198 | $2,643+21.0% | $3,382-5.5% | $3,192+0.2% |
| Admin fee / account holder | $14,953 | $3,885+284.8% | $5,275+183.5% | $4,297+248.0% |