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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 | $138,916 | $52,678+163.7% | $75,784+83.3% | $59,633+132.9% |
| Participation rate | 51.6% | 67.2%-15.6pp | 75.8%-24.2pp | 68.7%-17.1pp |
| Annual return | 0.14% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,174 | $2,193-0.9% | $3,323-34.6% | $2,203-1.3% |
| Participant deferral / active EE | $6,179 | $2,591+138.5% | $3,652+69.2% | $3,192+93.6% |
| Admin fee / account holder | $7,287 | $3,610+101.8% | $5,300+37.5% | $4,297+69.6% |