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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 | $48,469 | $64,311-24.6% | $57,356-15.5% | $125,389-61.3% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 83.2%-45.7pp |
| Annual return | -0.22% | 25.14%-25.4pp | 24.41%-24.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,220 | $3,193-61.8% | $2,689-54.6% | $4,866-74.9% |
| Participant deferral / active EE | $3,192 | $3,846-17.0% | $3,162+1.0% | $5,352-40.4% |
| Admin fee / account holder | $1,052 | $5,243-79.9% | $3,357-68.7% | $9,541-89.0% |