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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 | $50,832 | $65,704-22.6% | $94,229-46.1% | $59,633-14.8% |
| Participation rate | 67.0% | 72.1%-5.1pp | 78.8%-11.7pp | 68.7%-1.6pp |
| Annual return | -0.86% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $474 | $2,021-76.5% | $3,587-86.8% | $2,203-78.5% |
| Participant deferral / active EE | $3,299 | $3,143+5.0% | $4,320-23.6% | $3,192+3.4% |
| Admin fee / account holder | $1,607 | $4,265-62.3% | $6,269-74.4% | $4,297-62.6% |