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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 | $32,799 | $72,177-54.6% | $115,037-71.5% | $59,633-45.0% |
| Participation rate | 43.6% | 72.6%-29.0pp | 81.4%-37.8pp | 68.7%-25.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,251 | $2,841-20.8% | $4,608-51.2% | $2,203+2.2% |
| Participant deferral / active EE | $5,480 | $4,783+14.6% | $6,026-9.1% | $3,192+71.7% |
| Admin fee / account holder | $5,145 | $4,927+4.4% | $8,175-37.1% | $4,297+19.7% |