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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 | $56,435 | $65,703-14.1% | $94,228-40.1% | $59,633-5.4% |
| Participation rate | 48.3% | 72.1%-23.8pp | 78.8%-30.5pp | 68.7%-20.4pp |
| Annual return | -0.20% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $1,265 | $2,021-37.4% | $3,587-64.7% | $2,203-42.6% |
| Participant deferral / active EE | $3,345 | $3,143+6.4% | $4,320-22.6% | $3,192+4.8% |
| Admin fee / account holder | $361 | $4,264-91.5% | $6,269-94.2% | $4,297-91.6% |