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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 | $42,139 | $72,177-41.6% | $115,038-63.4% | $59,633-29.3% |
| Participation rate | 59.3% | 72.6%-13.3pp | 81.4%-22.1pp | 68.7%-9.4pp |
| Annual return | -2.12% | 12.02%-14.1pp | 26.14%-28.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,462 | $2,841-13.3% | $4,608-46.6% | $2,203+11.8% |
| Participant deferral / active EE | $4,598 | $4,783-3.9% | $6,026-23.7% | $3,192+44.1% |
| Admin fee / account holder | $1,065 | $4,927-78.4% | $8,175-87.0% | $4,297-75.2% |