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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 | $100,084 | $54,380+84.0% | $68,509+46.1% | $59,633+67.8% |
| Participation rate | 51.5% | 70.2%-18.7pp | 74.7%-23.2pp | 68.7%-17.2pp |
| Annual return | 0.05% | 2.83%-2.8pp | 8.27%-8.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,014 | $1,539+30.9% | $2,278-11.6% | $2,203-8.6% |
| Participant deferral / active EE | $3,875 | $2,643+46.6% | $3,382+14.6% | $3,192+21.4% |
| Admin fee / account holder | $894 | $3,885-77.0% | $5,275-83.1% | $4,297-79.2% |