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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 | $39,420 | $39,162+0.7% | $100,671-60.8% | $59,633-33.9% |
| Participation rate | 55.4% | 55.9%-0.5pp | 70.7%-15.3pp | 68.7%-13.3pp |
| Annual return | -2.23% | 21.07%-23.3pp | 20.43%-22.7pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $1,095 | $1,151-4.8% | $4,012-72.7% | $2,203-50.3% |
| Participant deferral / active EE | $3,901 | $1,992+95.9% | $3,144+24.1% | $3,192+22.2% |
| Admin fee / account holder | $1,251 | $2,969-57.9% | $4,850-74.2% | $4,297-70.9% |