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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 | $76,740 | $56,197+36.6% | $67,652+13.4% | $59,633+28.7% |
| Participation rate | 38.0% | 71.5%-33.4pp | 75.7%-37.6pp | 68.7%-30.6pp |
| Annual return | 0.44% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,193 | $1,615-26.1% | $2,266-47.4% | $2,203-45.9% |
| Participant deferral / active EE | $2,692 | $2,844-5.3% | $3,560-24.4% | $3,192-15.6% |
| Admin fee / account holder | $2,698 | $3,958-31.8% | $4,821-44.0% | $4,297-37.2% |