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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 | $59,606 | $52,678+13.2% | $75,784-21.3% | $59,6330% |
| Participation rate | 56.9% | 67.2%-10.3pp | 75.8%-18.9pp | 68.7%-11.7pp |
| Annual return | -2.67% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,301 | $2,193-40.7% | $3,323-60.8% | $2,203-40.9% |
| Participant deferral / active EE | $2,939 | $2,591+13.5% | $3,652-19.5% | $3,192-7.9% |
| Admin fee / account holder | $2,028 | $3,610-43.8% | $5,300-61.7% | $4,297-52.8% |