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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 | $79,769 | $45,566+75.1% | $64,105+24.4% | $59,633+33.8% |
| Participation rate | 63.0% | 60.2%+2.8pp | 68.2%-5.2pp | 68.7%-5.7pp |
| Annual return | 0.43% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,323 | $934+148.7% | $1,820+27.6% | $2,203+5.5% |
| Participant deferral / active EE | $4,070 | $2,057+97.9% | $2,822+44.2% | $3,192+27.5% |
| Admin fee / account holder | $694 | $3,268-78.8% | $4,499-84.6% | $4,297-83.9% |