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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 | $53,842 | $56,200-4.2% | $67,653-20.4% | $59,633-9.7% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | 0.24% | 18506.71%-18506.5pp | 6625.22%-6625.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $1,062 | $1,615-34.2% | $2,266-53.1% | $2,203-51.8% |
| Participant deferral / active EE | $3,789 | $2,843+33.2% | $3,560+6.4% | $3,192+18.7% |
| Admin fee / account holder | $1,672 | $3,959-57.8% | $4,821-65.3% | $4,297-61.1% |