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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 | $100,541 | $78,694+27.8% | $67,652+48.6% | $125,389-19.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 0.44% | 9.46%-9.0pp | 6625.40%-6625.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,791 | $3,044-41.2% | $2,266-20.9% | $4,866-63.2% |
| Participant deferral / active EE | $5,773 | $4,292+34.5% | $3,560+62.2% | $5,352+7.9% |
| Admin fee / account holder | $1,033 | $7,403-86.0% | $4,821-78.6% | $9,541-89.2% |