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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 | $38,452 | $45,438-15.4% | $80,004-51.9% | $59,633-35.5% |
| Participation rate | 58.2% | 63.7%-5.5pp | 73.0%-14.8pp | 68.7%-10.5pp |
| Annual return | -1.06% | 5.10%-6.2pp | 7.63%-8.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,363 | $1,236+10.3% | $2,473-44.9% | $2,203-38.1% |
| Participant deferral / active EE | $2,458 | $2,231+10.2% | $3,204-23.3% | $3,192-23.0% |
| Admin fee / account holder | $1,723 | $3,464-50.3% | $5,033-65.8% | $4,297-59.9% |