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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 | $49,502 | $65,704-24.7% | $94,229-47.5% | $59,633-17.0% |
| Participation rate | 59.7% | 72.1%-12.4pp | 78.8%-19.1pp | 68.7%-9.0pp |
| Annual return | -0.16% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,000 | $2,021-50.5% | $3,587-72.1% | $2,203-54.6% |
| Participant deferral / active EE | $2,158 | $3,143-31.3% | $4,320-50.1% | $3,192-32.4% |
| Admin fee / account holder | $2,758 | $4,265-35.3% | $6,269-56.0% | $4,297-35.8% |