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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 | $80,006 | $45,566+75.6% | $64,105+24.8% | $59,633+34.2% |
| Participation rate | 56.1% | 60.2%-4.1pp | 68.2%-12.1pp | 68.7%-12.6pp |
| Annual return | 1.26% | 4.95%-3.7pp | 791.24%-790.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $900 | $934-3.6% | $1,820-50.5% | $2,203-59.1% |
| Participant deferral / active EE | $3,586 | $2,057+74.4% | $2,822+27.1% | $3,192+12.4% |
| Admin fee / account holder | $6,304 | $3,268+92.9% | $4,499+40.1% | $4,297+46.7% |