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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 | $51,743 | $52,678-1.8% | $75,784-31.7% | $59,633-13.2% |
| Participation rate | 35.3% | 67.2%-31.9pp | 75.8%-40.5pp | 68.7%-33.4pp |
| Annual return | -2.74% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $3,004 | $2,193+36.9% | $3,323-9.6% | $2,203+36.4% |
| Participant deferral / active EE | $1,455 | $2,591-43.9% | $3,652-60.2% | $3,192-54.4% |
| Admin fee / account holder | $3,992 | $3,610+10.6% | $5,300-24.7% | $4,297-7.1% |