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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 | $87,128 | $65,704+32.6% | $94,229-7.5% | $59,633+46.1% |
| Participation rate | 63.8% | 72.1%-8.3pp | 78.8%-14.9pp | 68.7%-4.8pp |
| Annual return | -0.04% | 5.22%-5.3pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,035 | $2,021-48.8% | $3,587-71.1% | $2,203-53.0% |
| Participant deferral / active EE | $4,211 | $3,143+34.0% | $4,320-2.5% | $3,192+31.9% |
| Admin fee / account holder | $2,593 | $4,265-39.2% | $6,269-58.6% | $4,297-39.7% |