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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 | $65,817 | $82,028-19.8% | $123,105-46.5% | $59,633+10.4% |
| Participation rate | 51.9% | 83.2%-31.3pp | 86.8%-34.9pp | 68.7%-16.8pp |
| Annual return | -0.05% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,827 | $3,297-44.6% | $5,151-64.5% | $2,203-17.0% |
| Participant deferral / active EE | $3,495 | $4,667-25.1% | $6,229-43.9% | $3,192+9.5% |
| Admin fee / account holder | $2,899 | $5,879-50.7% | $9,014-67.8% | $4,297-32.5% |