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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 | $42,791 | $52,678-18.8% | $75,784-43.5% | $59,633-28.2% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | -1.55% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $1,617 | $2,193-26.3% | $3,323-51.3% | $2,203-26.6% |
| Participant deferral / active EE | $2,794 | $2,591+7.8% | $3,652-23.5% | $3,192-12.5% |
| Admin fee / account holder | $771 | $3,610-78.6% | $5,300-85.5% | $4,297-82.1% |