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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 | $32,029 | $54,380-41.1% | $68,509-53.2% | $59,633-46.3% |
| Participation rate | 48.1% | 70.2%-22.0pp | 74.7%-26.6pp | 68.7%-20.5pp |
| Annual return | 0.10% | 2.83%-2.7pp | 8.27%-8.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,649 | $1,539+7.2% | $2,278-27.6% | $2,203-25.1% |
| Participant deferral / active EE | $2,278 | $2,643-13.8% | $3,382-32.6% | $3,192-28.6% |
| Admin fee / account holder | $3,933 | $3,885+1.2% | $5,275-25.4% | $4,297-8.5% |