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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 | $46,951 | $65,704-28.5% | $94,229-50.2% | $59,633-21.3% |
| Participation rate | 51.4% | 72.1%-20.8pp | 78.8%-27.4pp | 68.7%-17.3pp |
| Annual return | -1.20% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,192 | $2,021+8.5% | $3,587-38.9% | $2,203-0.5% |
| Participant deferral / active EE | $3,733 | $3,143+18.8% | $4,320-13.6% | $3,192+17.0% |
| Admin fee / account holder | $5,140 | $4,265+20.5% | $6,269-18.0% | $4,297+19.6% |