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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 | $60,538 | $54,380+11.3% | $68,509-11.6% | $59,633+1.5% |
| Participation rate | 43.7% | 70.2%-26.5pp | 74.7%-31.1pp | 68.7%-25.0pp |
| Annual return | -1.62% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,345 | $1,539-12.6% | $2,278-40.9% | $2,203-38.9% |
| Participant deferral / active EE | $1,889 | $2,643-28.5% | $3,382-44.1% | $3,192-40.8% |
| Admin fee / account holder | $2,291 | $3,885-41.0% | $5,275-56.6% | $4,297-46.7% |