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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 | $94,127 | $75,832+24.1% | $147,617-36.2% | $59,633+57.8% |
| Participation rate | 67.6% | 71.6%-3.9pp | 84.6%-17.0pp | 68.7%-1.0pp |
| Annual return | 1.15% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,282 | $3,485-34.5% | $5,564-59.0% | $2,203+3.6% |
| Participant deferral / active EE | $4,503 | $3,131+43.8% | $4,895-8.0% | $3,192+41.1% |
| Admin fee / account holder | $1,552 | $5,986-74.1% | $11,612-86.6% | $4,297-63.9% |