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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 | $52,457 | $59,332-11.6% | $90,223-41.9% | $59,633-12.0% |
| Participation rate | 64.5% | 71.9%-7.4pp | 79.0%-14.5pp | 68.7%-4.2pp |
| Annual return | -2.25% | 3.25%-5.5pp | 1.31%-3.6pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $1,259 | $3,031-58.5% | $4,378-71.2% | $2,203-42.9% |
| Participant deferral / active EE | $2,368 | $4,369-45.8% | $5,792-59.1% | $3,192-25.8% |
| Admin fee / account holder | $1,582 | $5,032-68.6% | $7,406-78.6% | $4,297-63.2% |