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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 | $45,397 | $33,120+37.1% | $40,757+11.4% | $59,633-23.9% |
| Participation rate | 65.9% | 70.7%-4.8pp | 79.3%-13.4pp | 68.7%-2.8pp |
| Annual return | -2.19% | 1.43%-3.6pp | -0.50%-1.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $649 | $2,119-69.3% | $3,004-78.4% | $2,203-70.5% |
| Participant deferral / active EE | $3,826 | $2,513+52.3% | $3,485+9.8% | $3,192+19.9% |
| Admin fee / account holder | $1,742 | $2,449-28.9% | $4,272-59.2% | $4,297-59.5% |