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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 | $82,183 | $54,380+51.1% | $68,509+20.0% | $59,633+37.8% |
| Participation rate | 53.7% | 70.2%-16.5pp | 74.7%-21.0pp | 68.7%-15.0pp |
| Annual return | 0.13% | 2.83%-2.7pp | 8.27%-8.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,396 | $1,539-9.3% | $2,278-38.7% | $2,203-36.6% |
| Participant deferral / active EE | $4,832 | $2,643+82.8% | $3,382+42.9% | $3,192+51.4% |
| Admin fee / account holder | $2,983 | $3,885-23.2% | $5,275-43.5% | $4,297-30.6% |