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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 | $55,081 | $45,566+20.9% | $64,105-14.1% | $59,633-7.6% |
| Participation rate | 40.5% | 60.2%-19.7pp | 68.2%-27.7pp | 68.7%-28.2pp |
| Annual return | -0.19% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,090 | $934+16.7% | $1,820-40.1% | $2,203-50.5% |
| Participant deferral / active EE | $2,057 | $2,0570% | $2,822-27.1% | $3,192-35.6% |
| Admin fee / account holder | $3,277 | $3,268+0.3% | $4,499-27.2% | $4,297-23.7% |