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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 | $39,446 | $30,732+28.4% | $59,496-33.7% | $59,633-33.9% |
| Participation rate | 39.7% | 43.2%-3.5pp | 54.6%-14.9pp | 68.7%-29.0pp |
| Annual return | -0.10% | 4.47%-4.6pp | 182.05%-182.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $552 | $631-12.4% | $1,153-52.1% | $2,203-74.9% |
| Participant deferral / active EE | $1,003 | $1,183-15.2% | $1,829-45.2% | $3,192-68.6% |
| Admin fee / account holder | $1,253 | $2,136-41.3% | $2,232-43.9% | $4,297-70.8% |