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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 | $49,057 | $72,177-32.0% | $115,037-57.4% | $59,633-17.7% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -0.46% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $2,611 | $2,841-8.1% | $4,608-43.3% | $2,203+18.6% |
| Participant deferral / active EE | $4,470 | $4,783-6.5% | $6,026-25.8% | $3,192+40.1% |
| Admin fee / account holder | $836 | $4,927-83.0% | $8,175-89.8% | $4,297-80.5% |