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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 | $51,799 | $39,162+32.3% | $100,671-48.5% | $59,632-13.1% |
| Participation rate | 52.8% | 55.9%-3.1pp | 70.7%-17.9pp | 68.7%-15.9pp |
| Annual return | -0.71% | 21.07%-21.8pp | 20.43%-21.1pp | 2041.32%-2042.0pp |
| Employer contribution / active EE | $417 | $1,151-63.8% | $4,012-89.6% | $2,203-81.1% |
| Participant deferral / active EE | $1,723 | $1,992-13.5% | $3,144-45.2% | $3,192-46.0% |
| Admin fee / account holder | $381 | $2,969-87.2% | $4,850-92.2% | $4,297-91.1% |