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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 | $54,069 | $40,275+34.3% | $57,356-5.7% | $59,633-9.3% |
| Participation rate | 58.8% | 69.1%-10.3pp | 75.1%-16.3pp | 68.7%-9.8pp |
| Annual return | -1.39% | 27.52%-28.9pp | 24.41%-25.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $511 | $1,921-73.4% | $2,689-81.0% | $2,203-76.8% |
| Participant deferral / active EE | $1,491 | $2,400-37.9% | $3,162-52.8% | $3,192-53.3% |
| Admin fee / account holder | $5,875 | $2,820+108.3% | $3,357+75.0% | $4,297+36.7% |