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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 | $54,850 | $39,162+40.1% | $100,671-45.5% | $59,633-8.0% |
| Participation rate | 35.4% | 55.9%-20.4pp | 70.7%-35.3pp | 68.7%-33.3pp |
| Annual return | -1.15% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $411 | $1,151-64.3% | $4,012-89.8% | $2,203-81.4% |
| Participant deferral / active EE | $1,144 | $1,992-42.6% | $3,144-63.6% | $3,192-64.1% |
| Admin fee / account holder | $2,542 | $2,969-14.4% | $4,850-47.6% | $4,297-40.9% |