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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 | $42,708 | $54,380-21.5% | $68,509-37.7% | $59,633-28.4% |
| Participation rate | 68.5% | 70.2%-1.7pp | 74.7%-6.2pp | 68.7%-0.2pp |
| Annual return | -1.15% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,599 | $1,539+3.9% | $2,278-29.8% | $2,203-27.4% |
| Participant deferral / active EE | $2,563 | $2,643-3.0% | $3,382-24.2% | $3,192-19.7% |
| Admin fee / account holder | $2,658 | $3,885-31.6% | $5,275-49.6% | $4,297-38.2% |