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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 | $120,645 | $56,197+114.7% | $67,652+78.3% | $59,633+102.3% |
| Participation rate | 53.7% | 71.5%-17.8pp | 75.7%-22.0pp | 68.7%-15.0pp |
| Annual return | 0.26% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $540 | $1,615-66.5% | $2,266-76.1% | $2,203-75.5% |
| Participant deferral / active EE | $4,160 | $2,844+46.3% | $3,560+16.9% | $3,192+30.3% |
| Admin fee / account holder | $566 | $3,958-85.7% | $4,821-88.3% | $4,297-86.8% |