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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 | $160,664 | $45,566+252.6% | $64,105+150.6% | $59,633+169.4% |
| Participation rate | 37.3% | 60.2%-22.9pp | 68.2%-30.9pp | 68.7%-31.4pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,781 | $934+90.7% | $1,820-2.1% | $2,203-19.1% |
| Participant deferral / active EE | $2,542 | $2,057+23.6% | $2,822-9.9% | $3,192-20.4% |
| Admin fee / account holder | $560 | $3,268-82.9% | $4,499-87.5% | $4,297-87.0% |