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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 | $66,282 | $39,162+69.3% | $100,671-34.2% | $59,633+11.1% |
| Participation rate | 48.4% | 55.9%-7.4pp | 70.7%-22.3pp | 68.7%-20.2pp |
| Annual return | -1.30% | 21.07%-22.4pp | 20.43%-21.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,170 | $1,151+1.7% | $4,012-70.8% | $2,203-46.9% |
| Participant deferral / active EE | $2,638 | $1,992+32.4% | $3,144-16.1% | $3,192-17.3% |
| Admin fee / account holder | $1,750 | $2,969-41.1% | $4,850-63.9% | $4,297-59.3% |