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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 | $42,066 | $65,704-36.0% | $94,229-55.4% | $59,633-29.5% |
| Participation rate | 51.5% | 72.1%-20.6pp | 78.8%-27.3pp | 68.7%-17.2pp |
| Annual return | -0.21% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,113 | $2,021-44.9% | $3,587-69.0% | $2,203-49.5% |
| Participant deferral / active EE | $3,842 | $3,143+22.3% | $4,320-11.1% | $3,192+20.4% |
| Admin fee / account holder | $2,466 | $4,265-42.2% | $6,269-60.7% | $4,297-42.6% |