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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 | $44,473 | $52,678-15.6% | $75,784-41.3% | $59,633-25.4% |
| Participation rate | 36.3% | 67.2%-31.0pp | 75.8%-39.6pp | 68.7%-32.4pp |
| Annual return | -0.94% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $463 | $2,193-78.9% | $3,323-86.1% | $2,203-79.0% |
| Participant deferral / active EE | $1,090 | $2,591-57.9% | $3,652-70.2% | $3,192-65.9% |
| Admin fee / account holder | $3,013 | $3,610-16.5% | $5,300-43.1% | $4,297-29.9% |