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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 | $44,205 | $65,703-32.7% | $94,228-53.1% | $59,633-25.9% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | 0.11% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $1,075 | $2,021-46.8% | $3,587-70.0% | $2,203-51.2% |
| Participant deferral / active EE | $2,045 | $3,143-34.9% | $4,320-52.7% | $3,192-35.9% |
| Admin fee / account holder | $7,457 | $4,264+74.9% | $6,269+19.0% | $4,297+73.5% |