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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 | $77,785 | $52,678+47.7% | $75,784+2.6% | $59,633+30.4% |
| Participation rate | 51.6% | 67.2%-15.7pp | 75.8%-24.3pp | 68.7%-17.1pp |
| Annual return | -0.47% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $831 | $2,193-62.1% | $3,323-75.0% | $2,203-62.3% |
| Participant deferral / active EE | $2,930 | $2,591+13.1% | $3,652-19.8% | $3,192-8.2% |
| Admin fee / account holder | $7,836 | $3,610+117.1% | $5,300+47.9% | $4,297+82.4% |