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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 | $54,105 | $65,704-17.7% | $94,229-42.6% | $59,633-9.3% |
| Participation rate | 34.4% | 72.1%-37.7pp | 78.8%-44.4pp | 68.7%-34.3pp |
| Annual return | -2.09% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $885 | $2,021-56.2% | $3,587-75.3% | $2,203-59.8% |
| Participant deferral / active EE | $2,114 | $3,143-32.7% | $4,320-51.1% | $3,192-33.8% |
| Admin fee / account holder | $2,989 | $4,265-29.9% | $6,269-52.3% | $4,297-30.4% |