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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 | $72,321 | $45,566+58.7% | $64,105+12.8% | $59,632+21.3% |
| Participation rate | 63.8% | 60.2%+3.6pp | 68.2%-4.4pp | 68.7%-4.9pp |
| Annual return | 0.91% | 4.95%-4.0pp | 791.24%-790.3pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $1,140 | $934+22.0% | $1,820-37.4% | $2,203-48.3% |
| Participant deferral / active EE | $2,484 | $2,057+20.8% | $2,822-11.9% | $3,192-22.2% |
| Admin fee / account holder | $1,693 | $3,268-48.2% | $4,499-62.4% | $4,297-60.6% |