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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 | $62,117 | $39,162+58.6% | $100,671-38.3% | $59,633+4.2% |
| Participation rate | 37.1% | 55.9%-18.7pp | 70.7%-33.6pp | 68.7%-31.5pp |
| Annual return | -0.27% | 21.07%-21.3pp | 20.43%-20.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,720 | $1,992+36.6% | $3,144-13.5% | $3,192-14.8% |
| Admin fee / account holder | $5,751 | $2,969+93.7% | $4,850+18.6% | $4,297+33.8% |