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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 | $45,080 | $65,704-31.4% | $94,229-52.2% | $59,633-24.4% |
| Participation rate | 53.0% | 72.1%-19.1pp | 78.8%-25.7pp | 68.7%-15.6pp |
| Annual return | -1.66% | 5.22%-6.9pp | 10.68%-12.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,151 | $2,021-43.0% | $3,587-67.9% | $2,203-47.7% |
| Participant deferral / active EE | $2,363 | $3,143-24.8% | $4,320-45.3% | $3,192-26.0% |
| Admin fee / account holder | $1,512 | $4,265-64.5% | $6,269-75.9% | $4,297-64.8% |