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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 | $62,431 | $57,350+8.9% | $83,849-25.5% | $64,186-2.7% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.91%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $872 | $2,545-65.7% | $3,631-76.0% | $2,381-63.4% |
| Participant deferral / active EE | $2,340 | $2,993-21.8% | $4,082-42.7% | $3,470-32.6% |
| Admin fee / account holder | $12,954 | $4,046+220.2% | $5,478+136.5% | $4,888+165.0% |