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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 | $115,534 | $45,566+153.6% | $64,105+80.2% | $59,633+93.7% |
| Participation rate | 41.7% | 60.2%-18.5pp | 68.2%-26.5pp | 68.7%-27.0pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,758 | $934+88.2% | $1,820-3.4% | $2,203-20.2% |
| Participant deferral / active EE | $4,013 | $2,057+95.1% | $2,822+42.2% | $3,192+25.7% |
| Admin fee / account holder | $2,703 | $3,268-17.3% | $4,499-39.9% | $4,297-37.1% |