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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 | $92,649 | $75,832+22.2% | $147,617-37.2% | $59,633+55.4% |
| Participation rate | 53.8% | 71.6%-17.7pp | 84.6%-30.8pp | 68.7%-14.8pp |
| Annual return | 3.47% | 0.37%+3.1pp | 61.98%-58.5pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $671 | $3,485-80.7% | $5,564-87.9% | $2,203-69.5% |
| Participant deferral / active EE | $4,687 | $3,131+49.7% | $4,895-4.3% | $3,192+46.9% |
| Admin fee / account holder | $1,312 | $5,986-78.1% | $11,612-88.7% | $4,297-69.5% |