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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 | $49,843 | $40,275+23.8% | $57,356-13.1% | $59,633-16.4% |
| Participation rate | 50.0% | 69.1%-19.1pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | 0.94% | 27.52%-26.6pp | 24.41%-23.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,211 | $1,921-37.0% | $2,689-55.0% | $2,203-45.0% |
| Participant deferral / active EE | $2,244 | $2,400-6.5% | $3,162-29.0% | $3,192-29.7% |
| Admin fee / account holder | $1,005 | $2,820-64.4% | $3,357-70.1% | $4,297-76.6% |