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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 | $60,121 | $72,177-16.7% | $115,038-47.7% | $59,633+0.8% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -1.83% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,587 | $2,841-44.1% | $4,608-65.6% | $2,203-27.9% |
| Participant deferral / active EE | $2,551 | $4,783-46.7% | $6,026-57.7% | $3,192-20.1% |
| Admin fee / account holder | $385 | $4,927-92.2% | $8,175-95.3% | $4,297-91.1% |