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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 | $41,629 | $52,678-21.0% | $75,784-45.1% | $59,633-30.2% |
| Participation rate | 62.1% | 67.2%-5.2pp | 75.8%-13.8pp | 68.7%-6.6pp |
| Annual return | -0.88% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $980 | $2,193-55.3% | $3,323-70.5% | $2,203-55.5% |
| Participant deferral / active EE | $1,964 | $2,591-24.2% | $3,652-46.2% | $3,192-38.5% |
| Admin fee / account holder | $2,596 | $3,610-28.1% | $5,300-51.0% | $4,297-39.6% |