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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 | $40,656 | $52,678-22.8% | $75,784-46.4% | $59,633-31.8% |
| Participation rate | 53.2% | 67.2%-14.0pp | 75.8%-22.6pp | 68.7%-15.4pp |
| Annual return | -1.41% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,198 | $2,193-45.4% | $3,323-63.9% | $2,203-45.6% |
| Participant deferral / active EE | $2,914 | $2,591+12.5% | $3,652-20.2% | $3,192-8.7% |
| Admin fee / account holder | $1,565 | $3,610-56.6% | $5,300-70.5% | $4,297-63.6% |