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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 | $54,303 | $72,177-24.8% | $115,037-52.8% | $59,633-8.9% |
| Participation rate | 61.4% | 72.6%-11.1pp | 81.4%-19.9pp | 68.7%-7.2pp |
| Annual return | -0.85% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $2,975 | $2,841+4.7% | $4,608-35.4% | $2,203+35.1% |
| Participant deferral / active EE | $6,196 | $4,783+29.6% | $6,026+2.8% | $3,192+94.1% |
| Admin fee / account holder | $6,608 | $4,927+34.1% | $8,175-19.2% | $4,297+53.8% |