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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 | $89,897 | $65,704+36.8% | $94,229-4.6% | $59,633+50.7% |
| Participation rate | 63.0% | 72.1%-9.2pp | 78.8%-15.8pp | 68.7%-5.7pp |
| Annual return | -0.14% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $700 | $2,021-65.4% | $3,587-80.5% | $2,203-68.2% |
| Participant deferral / active EE | $3,567 | $3,143+13.5% | $4,320-17.4% | $3,192+11.8% |
| Admin fee / account holder | $7,721 | $4,265+81.1% | $6,269+23.2% | $4,297+79.7% |