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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 | $126,276 | $52,678+139.7% | $75,784+66.6% | $59,633+111.8% |
| Participation rate | 60.5% | 67.2%-6.7pp | 75.8%-15.3pp | 68.7%-8.1pp |
| Annual return | -0.07% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $655 | $2,193-70.1% | $3,323-80.3% | $2,203-70.3% |
| Participant deferral / active EE | $2,023 | $2,591-21.9% | $3,652-44.6% | $3,192-36.6% |
| Admin fee / account holder | $2,598 | $3,610-28.0% | $5,300-51.0% | $4,297-39.5% |