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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 | $33,833 | $52,678-35.8% | $75,784-55.4% | $59,633-43.3% |
| Participation rate | 59.5% | 67.2%-7.7pp | 75.8%-16.3pp | 68.7%-9.1pp |
| Annual return | -2.99% | 2.95%-5.9pp | 9.68%-12.7pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,356 | $2,193-38.2% | $3,323-59.2% | $2,203-38.5% |
| Participant deferral / active EE | $4,860 | $2,591+87.6% | $3,652+33.1% | $3,192+52.3% |
| Admin fee / account holder | $4,768 | $3,610+32.1% | $5,300-10.0% | $4,297+11.0% |