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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 | $34,225 | $72,177-52.6% | $115,038-70.2% | $59,633-42.6% |
| Participation rate | 61.8% | 72.6%-10.8pp | 81.4%-19.6pp | 68.7%-6.9pp |
| Annual return | -1.01% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,601 | $2,841-8.5% | $4,608-43.6% | $2,203+18.1% |
| Participant deferral / active EE | $6,173 | $4,783+29.1% | $6,026+2.4% | $3,192+93.4% |
| Admin fee / account holder | $5,943 | $4,927+20.6% | $8,175-27.3% | $4,297+38.3% |