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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 | $61,461 | $54,380+13.0% | $68,509-10.3% | $59,633+3.1% |
| Participation rate | 59.4% | 70.2%-10.8pp | 74.7%-15.4pp | 68.7%-9.3pp |
| Annual return | -1.32% | 2.83%-4.1pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,172 | $1,539-23.8% | $2,278-48.5% | $2,203-46.8% |
| Participant deferral / active EE | $2,963 | $2,643+12.1% | $3,382-12.4% | $3,192-7.2% |
| Admin fee / account holder | $2,818 | $3,885-27.5% | $5,275-46.6% | $4,297-34.4% |