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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 | $124,911 | $52,678+137.1% | $75,784+64.8% | $59,633+109.5% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | 0.71% | 2.95%-2.2pp | 9.68%-9.0pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $2,312 | $2,193+5.4% | $3,323-30.4% | $2,203+5.0% |
| Participant deferral / active EE | $5,919 | $2,591+128.5% | $3,652+62.1% | $3,192+85.5% |
| Admin fee / account holder | $6,767 | $3,610+87.5% | $5,300+27.7% | $4,297+57.5% |