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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 | $17,272 | $39,162-55.9% | $100,671-82.8% | $59,633-71.0% |
| Participation rate | 64.3% | 55.9%+8.4pp | 70.7%-6.4pp | 68.7%-4.4pp |
| Annual return | -1.89% | 21.07%-23.0pp | 20.43%-22.3pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $687 | $1,151-40.3% | $4,012-82.9% | $2,203-68.8% |
| Participant deferral / active EE | $2,057 | $1,992+3.3% | $3,144-34.5% | $3,192-35.5% |
| Admin fee / account holder | $3,455 | $2,969+16.3% | $4,850-28.8% | $4,297-19.6% |