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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 | $102,633 | $52,519+95.4% | $155,789-34.1% | $59,633+72.1% |
| Participation rate | 43.7% | 61.7%-18.0pp | 76.1%-32.4pp | 68.7%-25.0pp |
| Annual return | 1.93% | 53.51%-51.6pp | 71.54%-69.6pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $2,113 | $1,589+32.9% | $3,839-45.0% | $2,203-4.1% |
| Participant deferral / active EE | $3,511 | $3,084+13.8% | $4,798-26.8% | $3,192+10.0% |
| Admin fee / account holder | $2,527 | $3,540-28.6% | $7,477-66.2% | $4,297-41.2% |