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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 | $26,971 | $52,911-49.0% | $73,309-63.2% | $59,633-54.8% |
| Participation rate | 67.9% | 68.2%-0.4pp | 74.9%-7.1pp | 68.7%-0.8pp |
| Annual return | -1.45% | 12.20%-13.6pp | 5.67%-7.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,072 | $1,909+8.6% | $3,237-36.0% | $2,203-5.9% |
| Participant deferral / active EE | $3,407 | $4,069-16.3% | $4,991-31.7% | $3,192+6.7% |
| Admin fee / account holder | $683 | $3,835-82.2% | $5,635-87.9% | $4,297-84.1% |