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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 | $67,643 | $48,050+40.8% | $85,969-21.3% | $59,633+13.4% |
| Participation rate | 40.9% | 64.5%-23.5pp | 76.5%-35.6pp | 68.7%-27.8pp |
| Annual return | -0.22% | 0.29%-0.5pp | 9.32%-9.5pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $949 | $1,640-42.1% | $3,474-72.7% | $2,203-56.9% |
| Participant deferral / active EE | $1,459 | $2,249-35.1% | $3,829-61.9% | $3,192-54.3% |
| Admin fee / account holder | $442 | $3,206-86.2% | $6,053-92.7% | $4,297-89.7% |