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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 | $63,751 | $39,162+62.8% | $100,671-36.7% | $59,633+6.9% |
| Participation rate | 30.8% | 55.9%-25.1pp | 70.7%-39.9pp | 68.7%-37.9pp |
| Annual return | -1.57% | 21.07%-22.6pp | 20.43%-22.0pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $362 | $1,151-68.5% | $4,012-91.0% | $2,203-83.6% |
| Participant deferral / active EE | $1,974 | $1,992-0.9% | $3,144-37.2% | $3,192-38.2% |
| Admin fee / account holder | $2,852 | $2,969-4.0% | $4,850-41.2% | $4,297-33.6% |