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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 | $42,628 | $52,678-19.1% | $75,784-43.8% | $59,633-28.5% |
| Participation rate | 55.9% | 67.2%-11.3pp | 75.8%-19.9pp | 68.7%-12.8pp |
| Annual return | -1.71% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $787 | $2,193-64.1% | $3,323-76.3% | $2,203-64.3% |
| Participant deferral / active EE | $1,945 | $2,591-24.9% | $3,652-46.7% | $3,192-39.1% |
| Admin fee / account holder | $2,607 | $3,610-27.8% | $5,300-50.8% | $4,297-39.3% |