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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 | $103,898 | $45,566+128.0% | $64,105+62.1% | $59,633+74.2% |
| Participation rate | 27.5% | 60.2%-32.7pp | 68.2%-40.7pp | 68.7%-41.2pp |
| Annual return | 2.16% | 4.95%-2.8pp | 791.24%-789.1pp | 2041.40%-2039.2pp |
| Employer contribution / active EE | $908 | $934-2.8% | $1,820-50.1% | $2,203-58.8% |
| Participant deferral / active EE | $1,836 | $2,057-10.7% | $2,822-34.9% | $3,192-42.5% |
| Admin fee / account holder | $4,887 | $3,268+49.5% | $4,499+8.6% | $4,297+13.7% |