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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 | $70,412 | $52,678+33.7% | $75,784-7.1% | $59,633+18.1% |
| Participation rate | 57.1% | 67.2%-10.1pp | 75.8%-18.7pp | 68.7%-11.5pp |
| Annual return | -0.73% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,342 | $2,193-38.8% | $3,323-59.6% | $2,203-39.1% |
| Participant deferral / active EE | $2,347 | $2,591-9.4% | $3,652-35.7% | $3,192-26.5% |
| Admin fee / account holder | $5,076 | $3,610+40.6% | $5,300-4.2% | $4,297+18.1% |