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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 | $38,434 | $81,258-52.7% | $105,218-63.5% | $59,632-35.5% |
| Participation rate | 59.3% | 75.4%-16.1pp | 77.2%-17.9pp | 68.7%-9.3pp |
| Annual return | 0.43% | 1.96%-1.5pp | 5.33%-4.9pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $1,838 | $2,562-28.2% | $3,255-43.5% | $2,203-16.5% |
| Participant deferral / active EE | $3,314 | $3,881-14.6% | $4,867-31.9% | $3,192+3.8% |
| Admin fee / account holder | $1,446 | $5,841-75.2% | $6,992-79.3% | $4,297-66.3% |