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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 | $42,134 | $52,911-20.4% | $73,309-42.5% | $59,633-29.3% |
| Participation rate | 61.0% | 68.2%-7.2pp | 74.9%-13.9pp | 68.7%-7.7pp |
| Annual return | 0.56% | 12.20%-11.6pp | 5.67%-5.1pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $936 | $1,909-51.0% | $3,237-71.1% | $2,203-57.5% |
| Participant deferral / active EE | $1,901 | $4,069-53.3% | $4,991-61.9% | $3,192-40.5% |
| Admin fee / account holder | $3,176 | $3,835-17.2% | $5,635-43.6% | $4,297-26.1% |