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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 | $36,898 | $72,177-48.9% | $115,038-67.9% | $59,633-38.1% |
| Participation rate | 46.4% | 72.6%-26.1pp | 81.4%-34.9pp | 68.7%-22.2pp |
| Annual return | -1.92% | 12.02%-13.9pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,928 | $2,841-32.1% | $4,608-58.2% | $2,203-12.5% |
| Participant deferral / active EE | $5,420 | $4,783+13.3% | $6,026-10.1% | $3,192+69.8% |
| Admin fee / account holder | $3,067 | $4,927-37.8% | $8,175-62.5% | $4,297-28.6% |