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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 | $93,056 | $45,566+104.2% | $64,105+45.2% | $59,633+56.0% |
| Participation rate | 60.8% | 60.2%+0.6pp | 68.2%-7.4pp | 68.7%-7.9pp |
| Annual return | -0.99% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $986 | $934+5.6% | $1,820-45.8% | $2,203-55.2% |
| Participant deferral / active EE | $3,944 | $2,057+91.8% | $2,822+39.8% | $3,192+23.6% |
| Admin fee / account holder | $1,368 | $3,268-58.1% | $4,499-69.6% | $4,297-68.2% |