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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 | $86,062 | $45,566+88.9% | $64,105+34.3% | $59,633+44.3% |
| Participation rate | 56.0% | 60.2%-4.2pp | 68.2%-12.2pp | 68.7%-12.7pp |
| Annual return | 0.03% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $972 | $934+4.0% | $1,820-46.6% | $2,203-55.9% |
| Participant deferral / active EE | $3,223 | $2,057+56.7% | $2,822+14.2% | $3,192+1.0% |
| Admin fee / account holder | $1,410 | $3,268-56.8% | $4,499-68.7% | $4,297-67.2% |