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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 | $40,781 | $65,704-37.9% | $94,229-56.7% | $59,633-31.6% |
| Participation rate | 60.0% | 72.1%-12.1pp | 78.8%-18.8pp | 68.7%-8.7pp |
| Annual return | -0.50% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,657 | $2,021-18.0% | $3,587-53.8% | $2,203-24.7% |
| Participant deferral / active EE | $2,020 | $3,143-35.7% | $4,320-53.3% | $3,192-36.7% |
| Admin fee / account holder | $2,967 | $4,265-30.4% | $6,269-52.7% | $4,297-30.9% |