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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 | $55,028 | $52,903+4.0% | $73,309-24.9% | $59,632-7.7% |
| Participation rate | 35.3% | 68.2%-32.9pp | 74.9%-39.6pp | 68.7%-33.4pp |
| Annual return | -0.63% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $1,081 | $1,909-43.4% | $3,237-66.6% | $2,203-50.9% |
| Participant deferral / active EE | $1,715 | $4,069-57.9% | $4,991-65.6% | $3,192-46.3% |
| Admin fee / account holder | $1,342 | $3,834-65.0% | $5,637-76.2% | $4,297-68.8% |