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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 | $40,119 | $65,704-38.9% | $94,229-57.4% | $59,633-32.7% |
| Participation rate | 52.0% | 72.1%-20.1pp | 78.8%-26.8pp | 68.7%-16.7pp |
| Annual return | -2.26% | 5.22%-7.5pp | 10.68%-12.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $403 | $2,021-80.0% | $3,587-88.8% | $2,203-81.7% |
| Participant deferral / active EE | $4,032 | $3,143+28.3% | $4,320-6.7% | $3,192+26.3% |
| Admin fee / account holder | $4,005 | $4,265-6.1% | $6,269-36.1% | $4,297-6.8% |