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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 | $105,065 | $44,850+134.3% | $60,547+73.5% | $59,633+76.2% |
| Participation rate | 51.7% | 59.5%-7.7pp | 68.0%-16.2pp | 68.7%-16.9pp |
| Annual return | 0.06% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,501 | $1,462+2.7% | $2,419-37.9% | $2,203-31.8% |
| Participant deferral / active EE | $3,887 | $2,230+74.3% | $3,328+16.8% | $3,192+21.8% |
| Admin fee / account holder | $2,902 | $3,635-20.2% | $4,536-36.0% | $4,297-32.5% |