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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 | $20,340 | $59,440-65.8% | $78,004-73.9% | $82,637-75.4% |
| Participation rate | 63.8% | 62.8%+1.0pp | 69.4%-5.6pp | 68.1%-4.2pp |
| Annual return | 0.00% | 40.24%-40.2pp | 31.07%-31.1pp | 53.51%-53.5pp |
| Employer contribution / active EE | $2,036 | $1,750+16.3% | $2,469-17.5% | $2,552-20.2% |
| Participant deferral / active EE | $3,005 | $3,138-4.3% | $4,092-26.6% | $4,126-27.2% |
| Admin fee / account holder | $2,514 | $5,504-54.3% | $7,578-66.8% | $7,339-65.7% |