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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 | $52,660 | $72,177-27.0% | $115,038-54.2% | $59,633-11.7% |
| Participation rate | 60.5% | 72.6%-12.1pp | 81.4%-20.9pp | 68.7%-8.2pp |
| Annual return | -1.00% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,294 | $2,841-19.3% | $4,608-50.2% | $2,203+4.1% |
| Participant deferral / active EE | $5,028 | $4,783+5.1% | $6,026-16.6% | $3,192+57.5% |
| Admin fee / account holder | $2,414 | $4,927-51.0% | $8,175-70.5% | $4,297-43.8% |