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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 | $57,074 | $65,704-13.1% | $94,229-39.4% | $59,633-4.3% |
| Participation rate | 57.7% | 72.1%-14.4pp | 78.8%-21.0pp | 68.7%-10.9pp |
| Annual return | -0.09% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,363 | $2,021-32.6% | $3,587-62.0% | $2,203-38.1% |
| Participant deferral / active EE | $1,965 | $3,143-37.5% | $4,320-54.5% | $3,192-38.4% |
| Admin fee / account holder | $5,122 | $4,265+20.1% | $6,269-18.3% | $4,297+19.2% |