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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 | $36,694 | $54,380-32.5% | $68,509-46.4% | $59,632-38.5% |
| Participation rate | 62.9% | 70.2%-7.3pp | 74.7%-11.8pp | 68.7%-5.8pp |
| Annual return | -1.35% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $1,186 | $1,539-22.9% | $2,278-47.9% | $2,203-46.1% |
| Participant deferral / active EE | $2,184 | $2,643-17.4% | $3,382-35.4% | $3,192-31.6% |
| Admin fee / account holder | $1,998 | $3,885-48.6% | $5,275-62.1% | $4,297-53.5% |