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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 | $92,552 | $45,566+103.1% | $64,105+44.4% | $59,633+55.2% |
| Participation rate | 53.1% | 60.2%-7.1pp | 68.2%-15.1pp | 68.7%-15.6pp |
| Annual return | 0.26% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $636 | $934-31.9% | $1,820-65.0% | $2,203-71.1% |
| Participant deferral / active EE | $3,344 | $2,057+62.6% | $2,822+18.5% | $3,192+4.8% |
| Admin fee / account holder | $5,374 | $3,268+64.5% | $4,499+19.4% | $4,297+25.1% |