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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 | $37,200 | $54,380-31.6% | $68,509-45.7% | $59,633-37.6% |
| Participation rate | 62.5% | 70.2%-7.7pp | 74.7%-12.2pp | 68.7%-6.2pp |
| Annual return | -0.73% | 2.83%-3.6pp | 8.27%-9.0pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $1,584 | $1,539+2.9% | $2,278-30.5% | $2,203-28.1% |
| Participant deferral / active EE | $3,244 | $2,643+22.7% | $3,382-4.1% | $3,192+1.6% |
| Admin fee / account holder | $808 | $3,885-79.2% | $5,275-84.7% | $4,297-81.2% |