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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 | $43,119 | $45,566-5.4% | $64,105-32.7% | $59,633-27.7% |
| Participation rate | 54.5% | 60.2%-5.6pp | 68.2%-13.6pp | 68.7%-14.1pp |
| Annual return | 1.19% | 4.95%-3.8pp | 791.24%-790.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,171 | $934+25.4% | $1,820-35.6% | $2,203-46.8% |
| Participant deferral / active EE | $2,215 | $2,057+7.7% | $2,822-21.5% | $3,192-30.6% |
| Admin fee / account holder | $1,288 | $3,268-60.6% | $4,499-71.4% | $4,297-70.0% |