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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 | $85,900 | $56,200+52.8% | $67,653+27.0% | $59,633+44.0% |
| Participation rate | 55.3% | 71.5%-16.2pp | 75.7%-20.4pp | 68.7%-13.4pp |
| Annual return | 0.24% | 18506.71%-18506.5pp | 6625.22%-6625.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,302 | $2,843-19.0% | $3,560-35.3% | $3,192-27.9% |
| Admin fee / account holder | $11,504 | $3,959+190.6% | $4,821+138.6% | $4,297+167.7% |