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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 | $97,425 | $52,678+84.9% | $75,784+28.6% | $59,633+63.4% |
| Participation rate | 59.4% | 67.2%-7.9pp | 75.8%-16.4pp | 68.7%-9.3pp |
| Annual return | -0.54% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $6,230 | $2,193+184.0% | $3,323+87.5% | $2,203+182.8% |
| Participant deferral / active EE | $3,991 | $2,591+54.0% | $3,652+9.3% | $3,192+25.0% |
| Admin fee / account holder | $6,372 | $3,610+76.5% | $5,300+20.2% | $4,297+48.3% |