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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 | $97,933 | $57,350+70.8% | $83,850+16.8% | $64,181+52.6% |
| Participation rate | 64.0% | 68.6%-4.7pp | 76.1%-12.2pp | 69.6%-5.6pp |
| Annual return | -4.02% | 11.38%-15.4pp | 850.92%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,306 | $2,545-48.7% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $3,372 | $2,993+12.7% | $4,082-17.4% | $3,470-2.8% |
| Admin fee / account holder | $761 | $4,046-81.2% | $5,478-86.1% | $4,887-84.4% |