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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 | $32,656 | $52,678-38.0% | $75,784-56.9% | $59,633-45.2% |
| Participation rate | 38.6% | 67.2%-28.6pp | 75.8%-37.2pp | 68.7%-30.0pp |
| Annual return | -1.95% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,026 | $2,193-53.2% | $3,323-69.1% | $2,203-53.4% |
| Participant deferral / active EE | $2,088 | $2,591-19.4% | $3,652-42.8% | $3,192-34.6% |
| Admin fee / account holder | $2,502 | $3,610-30.7% | $5,300-52.8% | $4,297-41.8% |