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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 | $92,317 | $57,352+61.0% | $83,831+10.1% | $64,173+43.9% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | -4.81% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,438 | $2,546-43.5% | $3,631-60.4% | $2,381-39.6% |
| Participant deferral / active EE | $3,116 | $2,993+4.1% | $4,082-23.7% | $3,470-10.2% |
| Admin fee / account holder | $2,995 | $4,046-26.0% | $5,479-45.3% | $4,887-38.7% |