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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 | $124,797 | $61,125+104.2% | $94,057+32.7% | $87,485+42.7% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.3%-33.3pp | 68.9%-28.9pp |
| Annual return | 0.00% | 35.20%-35.2pp | 480.62%-480.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $597 | $2,136-72.1% | $2,933-79.7% | $2,596-77.0% |
| Participant deferral / active EE | $1,365 | $3,260-58.1% | $4,709-71.0% | $4,274-68.1% |
| Admin fee / account holder | $4,551 | $5,629-19.1% | $7,244-37.2% | $7,775-41.5% |