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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 | $45,900 | $40,275+14.0% | $57,356-20.0% | $59,633-23.0% |
| Participation rate | 56.0% | 69.1%-13.1pp | 75.1%-19.1pp | 68.7%-12.7pp |
| Annual return | -0.70% | 27.52%-28.2pp | 24.41%-25.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,020 | $1,921+5.1% | $2,689-24.9% | $2,203-8.3% |
| Participant deferral / active EE | $3,165 | $2,400+31.9% | $3,162+0.1% | $3,192-0.8% |
| Admin fee / account holder | $2,208 | $2,820-21.7% | $3,357-34.2% | $4,297-48.6% |