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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 | $37,036 | $72,177-48.7% | $115,038-67.8% | $59,633-37.9% |
| Participation rate | 59.3% | 72.6%-13.3pp | 81.4%-22.1pp | 68.7%-9.4pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,816 | $2,841-0.9% | $4,608-38.9% | $2,203+27.8% |
| Participant deferral / active EE | $5,625 | $4,783+17.6% | $6,026-6.7% | $3,192+76.2% |
| Admin fee / account holder | $2,456 | $4,927-50.2% | $8,175-70.0% | $4,297-42.9% |