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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 | $41,715 | $72,177-42.2% | $115,038-63.7% | $59,633-30.0% |
| Participation rate | 61.1% | 72.6%-11.4pp | 81.4%-20.3pp | 68.7%-7.6pp |
| Annual return | -1.87% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,432 | $2,841-49.6% | $4,608-68.9% | $2,203-35.0% |
| Participant deferral / active EE | $2,391 | $4,783-50.0% | $6,026-60.3% | $3,192-25.1% |
| Admin fee / account holder | $1,394 | $4,927-71.7% | $8,175-82.9% | $4,297-67.5% |