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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 | $88,090 | $57,352+53.6% | $83,830+5.1% | $64,173+37.3% |
| Participation rate | 37.3% | 68.6%-31.3pp | 76.1%-38.9pp | 69.6%-32.3pp |
| Annual return | -6.65% | 11.38%-18.0pp | 850.97%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,084 | $2,546-57.4% | $3,631-70.1% | $2,381-54.5% |
| Participant deferral / active EE | $2,148 | $2,993-28.2% | $4,082-47.4% | $3,470-38.1% |
| Admin fee / account holder | $4,139 | $4,046+2.3% | $5,479-24.5% | $4,887-15.3% |