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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 | $18,800 | $40,275-53.3% | $57,356-67.2% | $59,633-68.5% |
| Participation rate | 49.2% | 69.1%-20.0pp | 75.1%-25.9pp | 68.7%-19.5pp |
| Annual return | 0.20% | 27.52%-27.3pp | 24.41%-24.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $2,083 | $1,921+8.4% | $2,689-22.5% | $2,203-5.4% |
| Participant deferral / active EE | $1,165 | $2,400-51.5% | $3,162-63.2% | $3,192-63.5% |
| Admin fee / account holder | $1,834 | $2,820-35.0% | $3,357-45.4% | $4,297-57.3% |