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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 | $55,723 | $52,678+5.8% | $75,784-26.5% | $59,633-6.6% |
| Participation rate | 42.5% | 67.2%-24.7pp | 75.8%-33.3pp | 68.7%-26.2pp |
| Annual return | -0.83% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $1,277 | $2,193-41.8% | $3,323-61.6% | $2,203-42.0% |
| Participant deferral / active EE | $3,015 | $2,591+16.4% | $3,652-17.4% | $3,192-5.5% |
| Admin fee / account holder | $15,700 | $3,610+334.9% | $5,300+196.2% | $4,297+265.4% |