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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 | $164,468 | $45,566+260.9% | $64,105+156.6% | $59,633+175.8% |
| Participation rate | 64.0% | 60.2%+3.8pp | 68.2%-4.2pp | 68.7%-4.7pp |
| Annual return | -0.03% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,760 | $934+88.4% | $1,820-3.3% | $2,203-20.1% |
| Participant deferral / active EE | $6,385 | $2,057+210.5% | $2,822+126.3% | $3,192+100.1% |
| Admin fee / account holder | $53,906 | $3,268+1549.8% | $4,499+1098.1% | $4,297+1154.5% |