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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 | $77,483 | $80,332-3.5% | $107,187-27.7% | $64,097+20.9% |
| Participation rate | 61.9% | 54.4%+7.5pp | 75.0%-13.1pp | 55.2%+6.7pp |
| Annual return | 0.00% | 24.26%-24.3pp | 204.55%-204.5pp | 34.64%-34.6pp |
| Employer contribution / active EE | $934 | $2,501-62.7% | $3,782-75.3% | $1,891-50.6% |
| Participant deferral / active EE | $1,487 | $3,109-52.2% | $5,096-70.8% | $3,080-51.7% |
| Admin fee / account holder | $931 | $4,314-78.4% | $9,162-89.8% | $3,454-73.0% |