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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 | $36,005 | $59,332-39.3% | $90,223-60.1% | $59,633-39.6% |
| Participation rate | 45.3% | 71.9%-26.6pp | 79.0%-33.7pp | 68.7%-23.3pp |
| Annual return | -0.18% | 3.25%-3.4pp | 1.31%-1.5pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $1,206 | $3,031-60.2% | $4,378-72.5% | $2,203-45.3% |
| Participant deferral / active EE | $2,125 | $4,369-51.4% | $5,792-63.3% | $3,192-33.4% |
| Admin fee / account holder | $4,061 | $5,032-19.3% | $7,406-45.2% | $4,297-5.5% |