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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 | $74,081 | $72,177+2.6% | $115,038-35.6% | $59,633+24.2% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | -1.62% | 12.02%-13.6pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,315 | $2,841-53.7% | $4,608-71.5% | $2,203-40.3% |
| Participant deferral / active EE | $2,506 | $4,783-47.6% | $6,026-58.4% | $3,192-21.5% |
| Admin fee / account holder | $514 | $4,927-89.6% | $8,175-93.7% | $4,297-88.0% |