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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 | $20,675 | $52,911-60.9% | $73,309-71.8% | $59,633-65.3% |
| Participation rate | 67.4% | 68.2%-0.8pp | 74.9%-7.5pp | 68.7%-1.2pp |
| Annual return | -0.54% | 12.20%-12.7pp | 5.67%-6.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,757 | $1,909-7.9% | $3,237-45.7% | $2,203-20.2% |
| Participant deferral / active EE | $2,215 | $4,069-45.6% | $4,991-55.6% | $3,192-30.6% |
| Admin fee / account holder | $4,221 | $3,835+10.1% | $5,635-25.1% | $4,297-1.8% |