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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 | $93,320 | $45,566+104.8% | $64,105+45.6% | $59,633+56.5% |
| Participation rate | 39.6% | 60.2%-20.6pp | 68.2%-28.6pp | 68.7%-29.1pp |
| Annual return | 0.70% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $992 | $934+6.2% | $1,820-45.5% | $2,203-55.0% |
| Participant deferral / active EE | $2,977 | $2,057+44.7% | $2,822+5.5% | $3,192-6.7% |
| Admin fee / account holder | $12,443 | $3,268+280.8% | $4,499+176.6% | $4,297+189.6% |