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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 | $49,602 | $65,704-24.5% | $94,229-47.4% | $59,633-16.8% |
| Participation rate | 34.8% | 72.1%-37.3pp | 78.8%-44.0pp | 68.7%-33.9pp |
| Annual return | -1.43% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $933 | $2,021-53.8% | $3,587-74.0% | $2,203-57.7% |
| Participant deferral / active EE | $1,764 | $3,143-43.9% | $4,320-59.2% | $3,192-44.7% |
| Admin fee / account holder | $1,782 | $4,265-58.2% | $6,269-71.6% | $4,297-58.5% |