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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 | $93,160 | $52,519+77.4% | $155,789-40.2% | $59,633+56.2% |
| Participation rate | 53.8% | 61.7%-7.9pp | 76.1%-22.3pp | 68.7%-14.8pp |
| Annual return | 1.37% | 53.51%-52.1pp | 71.54%-70.2pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $553 | $1,589-65.2% | $3,839-85.6% | $2,203-74.9% |
| Participant deferral / active EE | $3,004 | $3,084-2.6% | $4,798-37.4% | $3,192-5.9% |
| Admin fee / account holder | $4,431 | $3,540+25.2% | $7,477-40.7% | $4,297+3.1% |