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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 | $57,489 | $52,911+8.7% | $73,309-21.6% | $59,633-3.6% |
| Participation rate | 41.9% | 68.2%-26.3pp | 74.9%-33.0pp | 68.7%-26.7pp |
| Annual return | -1.02% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $706 | $1,909-63.0% | $3,237-78.2% | $2,203-67.9% |
| Participant deferral / active EE | $2,156 | $4,069-47.0% | $4,991-56.8% | $3,192-32.4% |
| Admin fee / account holder | $3,384 | $3,835-11.8% | $5,635-39.9% | $4,297-21.3% |