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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 | $40,691 | $65,704-38.1% | $94,229-56.8% | $59,633-31.8% |
| Participation rate | 49.1% | 72.1%-23.1pp | 78.8%-29.7pp | 68.7%-19.6pp |
| Annual return | -2.08% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,764 | $2,021-12.7% | $3,587-50.8% | $2,203-19.9% |
| Participant deferral / active EE | $2,374 | $3,143-24.5% | $4,320-45.0% | $3,192-25.6% |
| Admin fee / account holder | $1,164 | $4,265-72.7% | $6,269-81.4% | $4,297-72.9% |