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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 | $59,279 | $39,245+51.0% | $64,105-7.5% | $52,331+13.3% |
| Participation rate | 39.2% | 58.2%-19.0pp | 68.2%-29.0pp | 68.1%-28.9pp |
| Annual return | 1.04% | 14.79%-13.7pp | 791.24%-790.2pp | 4.54%-3.5pp |
| Employer contribution / active EE | $732 | $736-0.6% | $1,820-59.8% | $1,882-61.1% |
| Participant deferral / active EE | $1,352 | $1,992-32.1% | $2,822-52.1% | $3,022-55.3% |
| Admin fee / account holder | $8,626 | $592+1355.9% | $4,499+91.7% | $592+1358.1% |