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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 | $51,168 | $72,177-29.1% | $115,037-55.5% | $59,632-14.2% |
| Participation rate | 52.3% | 72.6%-20.3pp | 81.4%-29.1pp | 68.7%-16.4pp |
| Annual return | -2.08% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $1,535 | $2,841-46.0% | $4,608-66.7% | $2,203-30.3% |
| Participant deferral / active EE | $2,747 | $4,783-42.6% | $6,026-54.4% | $3,192-13.9% |
| Admin fee / account holder | $574 | $4,927-88.3% | $8,175-93.0% | $4,297-86.6% |